Overview
These settings in BQE CORE allow you to set the default rules about invoicing along with other billing related preferences, such as retainer, discount, invoice attachments, etc. These settings are applicable company wide.
Field Descriptions
| Field Name | Field Description |
| Settings > Billing & Invoices > General > | |
| Minimum Bill Amount | Enables you to specify a minimum bill amount to process an invoice. The invoice processing is skipped if the bill amount is less than what is set here and the relevant project has no billing schedule or recurring contract. |
| Joint invoices are combined at ... level | Allows you to specify how you want to combine the joint invoice and roll up to any specified level in the project hierarchy. You can combine the invoices at the client, root project or top-level parent project, phase or sub-phase level. So if a client has three projects with phases, you can choose to send a single combined/joint invoice to the client for all the three projects and their phases, or you can have CORE send three separate joint invoices to the top-level parent project. You can override this setting at the invoice level. |
| Reverse write-up/write-down when invoice is reversed | If this option is checked, when an invoice is deleted, CORE automatically deletes the write-up/write-down (WUD) applied during the billing process. So the WUD applied by manually changing the Net Bill or % Complete in the Invoice Batch screen is deleted. However, it does not delete the WUD applied directly in the Time Entries screen or Invoice Batch > Time Entries > Write-Up/Down screen. This is useful in segregating the project management and billing functions in a company. |
| Mark projects completed when billed 100% | CORE automatically marks the projects as completed when they are billed 100% of the contract amount (service amount). This rule also applies to projects without any contract amount. |
| Link time entry attachments to invoices | CORE allows you to link the time entry-related PDF attachments automatically to the processed invoices. It considers only the time entries that are associated with the invoices. You can set or override this rule at the project level. |
| Skip extra time entry for automatic write-up/write-down | Excludes extra time (entries flagged as Extra) when performing an automatic write-up/write-down during billing, say, when you manually change the net bill amount or apply % Complete. |
| Auto apply retainer to invoices | Select this option if you want to apply retainers automatically to invoices when you are processing them in the Invoices screen. CORE applies the project retainer prior to the client retainer. |
| Apply discount to pre-tax amount | By default, CORE applies a discount to the calculated bill amount after applying the taxes (post-tax discount). You can check this option to apply a discount to the bill amount before taxes (pre-tax discount). |
| Link expense entry attachments to invoices | CORE allows you to link the expense entry-related PDF attachments automatically to the processed invoices. It considers only the expense entries that are associated with the invoices. You can set or override this rule at the project level. |
| Attach receipts for billable expense entries only | Allows you to attach only billable expense receipts to invoice emails, reducing clutter and preventing non-billable receipts from being sent to clients. |
| Allow zero (0) rates in service fee schedules | Allows you to enter zero rates in fee schedules. You can use such a fee schedule to have both the bill and cost rates default to zero, but keep the entry billable. |
| Hide copyright on standard invoices and reports | You can choose to show or hide the copyright information in the footer area of your standard invoices and reports in CORE. E.g., 'CORE Standard Invoice Copyright ©2026 BQE Software'. |