Invoice settings

Bank details and senders.

Who can use this page

Permission needed: View invoices (view_invoice).

Roles that have it by default: Finance Manager.

Superusers can always open it. Your administrator can also give the permission to a custom role.

Invoice settings controls how your invoices look and behave.

The page has three tabs.

Bank details

The accounts printed on invoices as where to pay. Add an account title, number, IBAN, SWIFT/BIC code, bank name and address, country and currency. Mark one as Default and new invoices use it. Show archived reveals accounts you've retired.

Senders

The sender name and address your invoice emails come from. Add as many as you need.

Reminders

Turn on Prepare reminders for overdue invoices and a reminder email is prepared for each invoice past its due date. Nothing is sent until someone approves it in Scheduled emails. Set the days between reminders for the same invoice, a whole number from 1 to 90.