Invoice template settings: language, business details, bank details and design
What the Template settings pane stores, how to save it without creating an invoice, and which settings apply per invoice.
Updated
Every invoice takes its language, currency, business details, bank details and design from your template settings. Set them once, and every new invoice, quote and recurring invoice starts from them.
Open the settings
In the invoice editor, click Settings at the bottom. The Template settings pane opens on the right. It also opens on its own the first time you create an invoice for a company that has no settings yet.
What you can set
General Settings
- Invoice language: the language of the PDF and the e-invoice. Field labels, unit labels and date formats follow it.
- Currency: the currency of new invoices.
- Sale type: Services or Goods. It decides which dates an invoice asks for, see service dates or delivery date.
Business details
Your Name, Street, Postal code, City, Email, Phone, Tax number and VAT number, printed in the header of every invoice. Every invoice must show your tax number or your VAT number. These fields save as soon as you leave them.
Payment details
- Bank transfer: Bank name, IBAN and BIC/SWIFT print in the footer so clients can pay by transfer. Tick Generate EPC QR code to add a QR code that banking apps can scan.
- Online payments: connect Stripe or PayPal with Connect Stripe or Connect PayPal. Accept online payments by default adds a payment link to every new invoice; Let this invoice be paid online switches it for the invoice you are editing.
Customize template
Your Logo, the Color of the template and the Font.
Save
Click Save. Norman stores the language, currency, sale type, QR setting, color, font and bank details for your company and shows Settings saved. You do not have to create an invoice for the settings to stick, and they follow you to any other device or browser you sign in from.
Creating or editing an invoice also stores its template settings as the new defaults.
Defaults and per-invoice changes
The settings are defaults. In the editor you can change the language, currency, sale type, bank details, QR code, design and online payment for the invoice in front of you. If you want the change to apply to future invoices too, open Settings and click Save there; an invoice created after that starts from the new values.
One setting lives outside the pane: Show customer number on invoices sits in the invoice details and applies to all invoices of the company.
Related
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