Invoice branding, numbering and PDF templates

Where to find it

Settings → Organisation → Outgoing invoices

✅ Common tasks

Brand outgoing invoice PDFs

1. Open the Outgoing invoices settings.

2. Edit the Payment Information text shown on outgoing invoice PDFs.

3. Include {bank} where you want the IBAN and SWIFT/BIC to appear.

4. Include {ref} where you want the payment reference to appear.

5. Save the field when you leave it.

If you use {bank}, make sure an outgoing invoicing IBAN is set.

Add invoice email text

1. In Outgoing invoices settings, open Email Template.

2. Write the message that should appear when you send an invoice.

3. Save the template when you leave the field.

This affects the email body, not the PDF itself.

Set payment reminders

1. Choose how many days after the due date to start reminders.

2. Enable 7, 14, or 30 days with the checkbox.

3. Edit the reminder text for each enabled day if needed.

4. Repeat for any other reminder day you want active.

Turning on a day adds a default reminder message automatically.

Check the next invoice number

1. Open the outgoing invoice number suggestion in the invoice flow or related API response.

2. Use the suggested number as the next invoice number.

3. If no previous sent or paid invoices exist, expect an empty suggestion.

4. Keep your own numbering consistent with the suggested pattern.

The suggestion is based on the last sent or paid invoice.

🛠️ Troubleshooting

{bank} warning appears

• Add an IBAN to your organisation’s outgoing invoicing bank details.

• Check that your Payment Information text includes {bank}.

• Save the settings again after updating the IBAN.

{ref} warning appears

• Add {ref} to the Payment Information text.

• Save the field again after inserting the reference tag.

Invoice number suggestion is empty

• Check whether any invoices have been sent or paid yet.

• Create the first invoice number manually.

• Use the existing numbering pattern for future invoices.

Reminder text looks wrong

• Open the reminder day and edit its text.

• Disable and re-enable the day to restore the default message.

• Save the updated reminder configuration.

🔗 See also

• Outgoing invoices

• Creating and editing an outgoing invoice

• Sending an outgoing invoice

• Outgoing invoice statuses, payments and the sending log

• Outgoing invoice defaults

• Your organisation's SEPA bank accounts

• Organisation profile