Invoice Form settings
You can change the defaults that appear on your invoices. For example, you can change the way in which they are numbered, add in any terms and conditions or add notes you want your customers to see.
View or edit the current defaults
- Go to Settings, then click Invoice Form Settings.
- From here, you can review or edit the following information:
|Document headings||If you want, you can change the heading that appears at the top of each of your documents. Document headings can be up to 30 characters in length.|
|Prefixes||Enter the text that you want to appear before the relevant form type number up to a length of six characters.|
|Numbering||Enter the number you want your invoices and credit notes to start from. For example, you might want to start from the last number you used in your previous accounting system.
You can also select whether you want to group the numbering for your invoices and credit notes together or keep them separate.
|Contact details & addresses||Select the details you want to appear at the top of all types of document. If you need to complete any missing contact details, go to Settings then click About your Business.|
|Line items||If you want, you can edit the following column titles on your documents:
* Price or Rate.
* Quantity or Hours.
|Footer details||If you’d like to include standard information at the bottom of your documents, for example, details about your business, you can enter it in the three columns provided. Only the columns you enter details into will appear on your documents.|
|Terms & conditions||Enter any default terms and conditions you want to appear on your invoices. If you need to, you can change these when you create an individual invoice.|
|Notes||Enter any default notes you want to appear on the relevant forms. For example, you might want to enter details for how you want your customers to pay you.|
|EU sales descriptions||If you sell goods or services to VAT registered customers in the EU, although the VAT is zero-rated, you need to let customers know what VAT rate would apply if you sold the item in the
|Statements||Here you can choose whether your PDF statements include a red overdue indicator, the number of days overdue, and a table of ageing totals.|
- Click Save.
Change your business name
You can only have one business name registered with us. This is the business name used on your subscription and should be the company name that's registered with
This business name is also displayed on the invoices you send to customers.
You may want a different name to appear on the invoices you send to your customers, if you use a Trading as name, for example.
We can't store more than business name, so we recommend that you use the second line on the address for your trading name.
So if your registered business name is Joe Bloggs Ltd and but your trading name is Joe Bloggs Garden Supplies
- Set up your subscription as Joe Bloggs Ltd.
- For your Business name and Trading address
When you send invoices to your customers, your registered business name and trading as name are included