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Settings

The Settings page is organised into tabs, each covering a different aspect of your instance.

Company​

Your business identity — this information appears on every document you issue.

  • Name (required)
  • VAT Number (optional)
  • Legal ID / SIRET (optional)
  • Address — Street, Address Line 2, Postal Code, City, State / Province, Country
  • Email and Phone
  • Website
  • Currency — default currency for new documents
  • Date Format
  • Logo — upload your company logo (appears on PDFs)
  • Exempt VAT — toggle to disable VAT on all documents

Document numbering​

  • Quote Number Format and Starting Number
  • Invoice Number Format and Starting Number
  • Receipt Number Format and Starting Number

Invoice PDF format​

  • Choose the default e-invoicing format: PDF, Factur-X, ZUGFeRD, XRechnung, UBL, or CII

PDF Templates​

Customise the appearance of your PDF documents. Upload a custom CSS file or adjust layout options.

Email Templates​

Customise the email body sent to clients when you send quotes for signature or invoices by email. Supports placeholders for dynamic content.

Webhooks​

Configure webhook endpoints to receive real-time events (e.g. quote.signed, invoice.paid). See the Webhooks developer guide for event types and payloads.

API Keys​

Generate and manage API keys for programmatic access. Each key can be named and revoked independently.

Logs​

View audit logs of activity in your instance — who did what and when.

Account​

Your personal account settings: name, email, password, and profile preferences.

Invitations​

Invite team members to your instance. Enter their email and assign a role. Pending and accepted invitations are listed here.

Plugins​

Manage installed plugins. Upload, enable, or disable plugins to extend Invoicerr's functionality. See the Plugin System developer guide for development.

Danger Zone​

Destructive actions for instance administrators:

  • Delete all documents — removes all quotes, invoices, and receipts (keeps clients and settings)
  • Delete instance — permanently deletes the entire instance and all data