Invoice form settings

You can change the defaults that appear on your invoices. For example, you can change the way in which they are numbered and also add in any terms and conditions and notes you want your customers to see.

To view or edit the current defaults

  • 1. Go to Settings, then click Invoice Form Settings.
  • 2. From here, you can review or edit the following information:
Document headings If you want, you can change the heading that appears at the top of each of your documents. Document headings can be up to 30 characters in length.
Prefixes Enter the text that you want to appear before the relevant form type number up to a length of six characters.
Numbering Enter the number you want your invoices and credit notes to start from. For example, you might want to start from the last number you used in your previous accounting system.

You can also select whether you want to group the numbering for your invoices and credit notes together or keep them separate.
Contact details & addresses Select the details you want to appear at the top of all types of document. If you need to complete any missing contact details, go to Settings then click About your Business.
Line items If you want, you can edit the following column titles on your documents:

* Description.
* Price or Rate.
* Quantity or Hours.
* Discount.
Footer details If you’d like to include standard information at the bottom of your documents, for example, details about your business, you can enter it in the three columns provided. Only the columns you enter details into will appear on your documents.
Terms & conditions Enter any default terms and conditions you want to appear on your invoices. If you need to, you can change these when you create an individual invoice.
Notes Enter any default notes you want to appear on the relevant forms. For example, you might want to enter details for how you want your customers to pay you.
EU sales descriptions If you sell goods or services to VAT registered customers in the EU, although the VAT is zero-rated, you need to let customers know what VAT rate would apply if you sold the item in the UK. To do this you need to choose the relevant VAT rate description when you create the invoice. If you want to, you can amend the text that appears on the invoice.
Statements Here you can choose whether your PDF statements include a red overdue indicator, the number of days overdue, and a table of ageing totals.
  • 3. To save any changes you’ve made and close the window, click Save.

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