The Issuer field shows the person who issued an invoice on behalf of your organization. It appears on the invoice and on the invoice PDF.
Change the Issuer
When you create a draft invoice, the person who clicked Create draft is set as the issuer.
To set someone else, choose them from the Issuer dropdown. It lists everyone who has permission to manage invoices. An invoice always needs an issuer, so the field can’t be left empty. This is useful when, for example, an assistant prepares invoices that an account manager sends.
On the Invoice PDF
The invoice PDF shows the selected issuer. If you don’t change it, it shows the person who created the draft.
To use a different label than "Issuer" on your PDFs, change it in the document template, in the Localization section.
Drafts Created by Automations
When an automation creates an invoice draft, the budget owner is set as the issuer. You can change it before you finalize the invoice.
📌 Recurring invoice templates have their own Issuer field. Invoices created from a template use that person, or the person who created the invoice if the template’s issuer can no longer manage invoices.
