Billing Settings

Set up your business information to appear on all invoices. Access these settings from the Invoicing section.

Business Details

Configure your company information:

• Business Name — Your company or trading name
• Address — Your business address
• Email — Contact email for billing inquiries
• Phone — Business phone number
• VAT/Tax Number — Your tax registration number
• Logo — Upload your company logo (max 512px, under 1MB)

Bank Details

Payment information displayed on invoices:

• Account Name — Name on your bank account
• Sort Code — UK bank sort code
• Account Number — Bank account number
• IBAN — International bank account number
• SWIFT/BIC — International bank code
• Payment Instructions — Additional notes (e.g., "Please reference invoice number")

Invoice Defaults

• Invoice Number Format — Customize how invoice numbers are generated. Use {YYYY} for year and {NNN} for sequential number (e.g., INV-2024-001)
• Invoice Footer — Custom text at the bottom of every invoice (e.g., payment terms, thank you message)

Saving Changes

Click Save Settings to apply your changes. All new invoices will use the updated information.