How to set up your invoice settings

Invoice settings decide the number, due date, company details and payment details on every new invoice. A preview shows how the next invoice will look.

Open the invoice settings

1. In Partner, go to Invoicing → Settings.

Set the invoice number and due date

1. Under Defaults, enter the Invoice prefix, for example INV.
2. Enter the next Invoice sequence number.
3. Enter the Default due days, the number of days from the invoice date to the due date.

Set your company details

Under Company info, enter your email, street, postal code, city and country. These details are printed on every invoice.

Set your payment details

Under Payment details, enter your bank name, registration number, account number, IBAN and SWIFT/BIC. The IBAN is shown on the invoice as the payment method.

Check the preview

The preview on the right updates as you change the settings. Check the address, payment details and due date before you save.

Related topics

• How to invoice a bill in Superb POS
• How to create a manual invoice and record payments