Settings → Organisation → Outgoing invoices
Open the Outgoing invoices settings section.
Edit Payment Information to show the instructions you want on invoice PDFs.
Include {bank} where you want Cashfeed to insert IBAN and SWIFT/BIC details.
Include {ref} where you want Cashfeed to insert the payment reference.
Save the field by clicking out of it.
If {bank} is present, make sure an outgoing invoicing IBAN or bank account IBAN exists.
If you leave out either tag, Cashfeed warns you before saving.
Open the Email Template field in Outgoing invoices settings.
Write the default email body customers receive when you send an invoice.
Save the text by clicking out of the field.
Keep this separate from the payment information shown on the PDF.
This template is used as the email body, not the PDF text.
Under Automatically send payment reminders after, choose 7, 14, or 30 days.
Turn on the reminder day you want to use.
Edit the reminder email text for that day if needed.
Repeat for each reminder day you want to send.
Remember that saving replaces the full reminder list with the current selection and texts.
When you enable a day, Cashfeed fills the text from another reminder or a language-based default.
Find Default payment terms days in the same section.
Enter a whole number of 0 or more.
Leave it blank to clear the default.
Save by clicking out of the field.
Use this when you want a fallback due-date term for new outgoing invoices.
Invalid values are rejected before saving.
Add {bank} where you want bank details to appear.
Add {ref} where you want the payment reference to appear.
Save again after both placeholders are present.
Add an outgoing invoicing IBAN in organisation settings.
Or make sure a bank account IBAN is available for outgoing invoicing.
Save the payment information again.
Re-enable 7, 14, or 30 days in the reminder section.
Check whether the reminder text was removed when the day was unticked.
Save the reminder list again after reselecting the day.
Enter only whole numbers.
Use 0 or a positive number.
Clear the field if you do not want a default.
