Invoice template settings: business details, payment details and design

Template settings hold the business details, payment details and design that Norman uses for new invoices and quotes. Save them once for each company.

Invoice language, currency and sale type sit in Details in the invoice editor. They are part of the invoice and are no longer shown as a separate General settings section.

Open Template settings

In the invoice editor, click Settings at the bottom. The Template settings pane opens on the right. It also opens when you create the first invoice for a company without saved settings.

Business details

Add the details that Norman prints for your company:

• Legal name
• Contact person, for a legal entity
• Street, postal code, city, email and phone
• Tax number and VAT ID

Every invoice must show your tax number or VAT ID.

For a UG, GmbH or other legal entity, switch on Show contact person on invoices to print a person's name below the company name. Norman first fills the field with the signed-in user's name. You can replace it with another name. Sole traders do not see this option because their business name already identifies them.

Payment details

• Bank transfer: Add the bank name, IBAN and BIC/SWIFT. Select Generate EPC QR code to add a code that supported banking apps can scan.
• Online payments: Connect Stripe or PayPal. You can enable payment links for new invoices by default and change the option on each invoice.

Customize the template

Logo

Upload or drop an image into the logo area. After the upload, you can replace or delete the image and change its printed size. The size control stays unavailable until a logo exists.

Invoice design

Choose one of seven designs:

• Heritage: included in the Free plan
• Regent, Meridian, Horizon, Atelier, Époque and Sovereign: available with a paid plan

You can preview every design. On the Free plan, selecting a paid design changes the preview, but you must upgrade before you can save it.

For each design, you can set:

• Text size: small, medium or large
• Spacing: compact, standard or spacious
• Table borders: none, dividers or grid
• An accent colour or a custom colour
• A font, including Plus Jakarta Sans and Geist Mono

Select Reset this design to restore the defaults of the current design.

Language, currency and sale type

Open Details in the main invoice editor.

• Invoice language comes first. It controls PDF labels, dates and amount formats.
• Sale type sits beside the service or delivery date. Choose Services for a service period or Goods for a delivery date.
• Currency is the last option before the invoice items.

Save the settings

Click Save in Template settings. Norman stores the business details, payment details and design for the selected company. New invoices and quotes start with these values.

When you create an invoice, Norman also remembers its language, currency and sale type as defaults for the next invoice. Each company keeps its own settings.

Related articles

• Mandatory details on an invoice
• Service dates or delivery date on an invoice
• Create, send and receive e-invoices