Where to find it
Settings → Organisation → Outgoing invoices
✅ Common tasks
Add payment details to the PDF
Open Settings → Organisation → Outgoing invoices
Enter your instructions in the Payment Information field
Insert {bank} where the PDF should show your IBAN and SWIFT/BIC
Insert {ref} where the PDF should show the payment reference
Click outside the field to save
{bank} needs an IBAN set on your outgoing-invoicing or default bank account, or it won't show anything.
Set the invoice email text and reminders
Open Settings → Organisation → Outgoing invoices
Enter your standard message in the Email Template field
Click Preview email to see it with sample invoice data
Turn on the 7/14/30-day checkboxes to enable overdue reminders
Edit the Reminder email text for each day you enable
The Email Template controls the email body only — it doesn't change the PDF layout or branding.
Set payment terms and reference defaults
Open Settings → Organisation → Outgoing invoices
Set Default payment terms (days) to auto-calculate due dates
Turn on auto-fill payment reference so one is generated when missing
Add {ref} to Payment Information if it should appear on the PDF
Auto-fill only kicks in when no reference exists yet — it won't overwrite one you've already set.