Where to find it
Settings → Organisation → Outgoing invoices
✅ Common tasks
Set payment information and terms
Enter payment instructions in the Payment Information field
Insert {bank} to show IBAN/SWIFT details, {ref} for the payment reference
Set an outgoing-invoicing IBAN or default bank account if using {bank}
Enter a default number of payment-term days (0 for due immediately)
Click outside each field to save
If {bank} is used but no IBAN is set, Cashfeed can't fill in the bank details.
Customize the invoice email and reminders
Enter your standard message in Email Template
Click Preview email to check how it looks with sample data
Under Automatically send payment reminders, pick 7, 14 and/or 30 days past due
Add reminder text for each timing you select
Click outside each field to save
Reminders only send if the invoice is still unpaid at that timing.
Configure payment and delivery options
Enable Auto-fill payment reference with invoice number when none is found
Enable Include a payment QR code in outgoing invoice emails
Enable Also send a PDF copy by email when sending via PEPPOL
Enable Send the supplier an email when marked as paid, if available
The PEPPOL PDF copy only sends if the recipient has an email address on file.