Invoice branding, numbering and PDF templates

Where to find it

Settings → Organisation settings → Outgoing invoices / Theme

✅ Common tasks

Set invoice branding

1. Open Outgoing invoices.

2. Edit Payment Information.

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

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

5. Click away to save the field.

If you use {bank}, make sure an IBAN exists on the organisation.

Edit invoice email text

1. Open Outgoing invoices.

2. Edit Email Template.

3. Use this text for outgoing invoice emails.

4. Click away to save the field.

Set reminders and terms

1. Open Outgoing invoices.

2. Choose reminder days: 7, 14, or 30 after the due date.

3. Edit the reminder text for each enabled day.

4. Edit Default payment terms and enter a whole number, or leave it blank.

5. Click away to save your changes.

Saving buttons on the theme page replaces all existing buttons.

🔗 See also

• Outgoing invoice defaults

• Creating and editing an outgoing invoice

• Sending an outgoing invoice

• Organisation profile

• Organisation settings overview