By default, PASS rounds each individual visit charge to 2 decimal places before summing the invoice total. For funders that calculate expected totals by summing unrounded values and rounding once (common with local authorities billing at a pro-rata hourly rate) this can result in small discrepancies that cause invoices to be queried or rejected.
Invoice-level rounding gives you a per-funder setting to control which method is used. Switching to invoice-level rounding means your totals will match what the
funder expects.
How to configure it
Go to the Funder tab, or open a customer's Rostering tab and locate the funder.
Open the funder to edit it.
Find the Invoice rounding setting.
Select Round total invoice charge.
Save your changes.
Any invoices generated after the change will use invoice-level rounding. Already-generated invoices are not affected - they must be deleted and regenerated to pick up the new setting.
The two rounding options
Round visit charges (default) - each visit charge is rounded to 2 decimal places individually, then the invoice total is the sum of those rounded values. This is the original PASS behaviour and applies to all existing funders unless you change it.
Round total invoice charge - visit charges are stored to 4 decimal places; the invoice total is calculated by summing all unrounded values and rounding once to the nearest penny at the end. This matches the calculation method used by many local authorities.
Things to be aware of
Existing funders default to Round visit charges - no change to invoicing behaviour unless you actively update the setting.
When Round total invoice charge is active, individual visit line values displayed on screen may not visibly add up to the invoice total. This is expected - the total is calculated from 4dp values, while line items are displayed rounded to 2dp for readability.
Credit notes follow the same rounding logic as the original invoice.
Frequently asked questions
A funder is rejecting our invoices because the total doesn't match their figure. What should I check?
Ask how the funder calculates their expected total. If they sum unrounded values and round once at the end, switch the funder to Round total invoice charge. Any already-generated invoices will need to be deleted and regenerated to pick up the change.Will changing the setting affect existing invoices?
No. Already-generated invoices keep the rounding logic in place at the time they were created. Only new invoices generated after the change will use the new setting.Visit values on my invoice don't add up to the total — is this a bug?
Not if the funder is set to Round total invoice charge. The line values are rounded for display; the invoice total is calculated from the underlying 4dp values. This is by design.