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Invoice settings

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Set the business, bank and tax details printed on your customers' invoices in Settings › Invoice Parameters, and preview the result.

As a white-label partner, you bill your customers under your own business name. Settings › Invoice Parameters sets the business, bank and tax details printed on their invoices. Channel partners don’t have this page.

How it works

Section titled “How it works”

The page is a list of parameters, each with a Name and a Value. The names are internal keys, such as invoice_cfg_abn. The values are filled into your customers’ invoices when they’re generated.

Click Preview to open a sample PDF with two test invoices: one for a customer without automatic payments and one for a customer with automatic payments. Use it to check your changes.

Change a value

Section titled “Change a value”
  1. Go to Settings › Invoice Parameters.
  2. Double-click the row you want to change.
  3. Enter the new Value and click Update.
  4. Click Preview to check the invoice.

Most values can’t be left empty. These can: invoice_cfg_account_name, invoice_cfg_bsb, invoice_cfg_sortCode, invoice_cfg_iban and invoice_cfg_routing_number. Fill in the bank fields that apply in your country and leave the others empty.

Parameters

Section titled “Parameters”
Name What it holds
invoice_cfg_abn Your business number, for example your ABN.
invoice_cfg_acn Your company number, for example your ACN.
invoice_cfg_tfn Your tax file number or tax ID.
invoice_cfg_account_name The bank account name.
invoice_cfg_address, invoice_cfg_city, invoice_cfg_state, invoice_cfg_zipcode, invoice_cfg_country Your business address.
invoice_cfg_bank, invoice_cfg_bank_account, invoice_cfg_bank_address Your bank, account number and bank address, for customers who pay by bank transfer.
invoice_cfg_bsb Your BSB (Australia).
invoice_cfg_iban, invoice_cfg_swift Your IBAN and SWIFT code.
invoice_cfg_routing_number Your routing number (United States).
invoice_cfg_sortCode Your sort code (United Kingdom).
invoice_cfg_automatic_payments_enabled The message printed on invoices for customers with automatic payments.
invoice_cfg_automatic_payments_disabled The message printed on invoices for customers without automatic payments.
gst_vat_percentage The GST or VAT rate, in per cent, charged on invoices for customers with GST/VAT applies set to Yes.

Tips and limits

Section titled “Tips and limits”
  • Changes apply to invoices generated after you save.
  • Your logo on invoices is set separately: My Account › My details › Invoices logo. See Branding, domain and legal.
  • Whether a customer is charged GST or VAT is set per customer, in Invoicing Details › GST/VAT applies. See Customer account settings.
Section titled “Related”