Company settings

Company

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

• Name (required)
• VAT Number and Legal ID: the identifiers offered here, and the ones you must fill in to save, depend on your country (a SIRET in France, a Partita IVA in Italy, a NIP in Poland, a NIF in Portugal); see Country support
• Address — Street, Address Line 2, Postal Code, City, State / Province, Country
• Email and Phone
• Currency — default currency for new documents
• Date Format
• Default document language — the language a document (PDF and email) renders in for any client who hasn't set one of their own; see Document Language

Picking a country fills in Currency with that country's usual currency. Change it if you invoice in another one; opening the settings again never changes it on its own.

Your country matters more than it looks: it decides which identifiers you are asked for, which VAT rates you can pick, how an invoice may be corrected, and whether the law forces a particular delivery channel. The country compliance matrix shows what is established for each supported country, and says plainly where nothing has been established.

Company-law details

When your country's company law asks for more than identifiers, a Company-law details group appears under them. Pick your legal form first: the fields that follow are the ones that form must show on your documents, for example in France the share capital and the city of the RCS registry for an SAS or an SARL, in Germany the register court and the managing directors of a GmbH, in Italy the companies register office, registration number and paid-up capital of an S.r.l. A field marked required is one the law asks of your form; the others are printed only when you fill them in.

A sole trader, or any form with no share capital, is never asked for one, and no capital line is printed.

Some countries ask for a fact an electronic format needs but the printed document does not show, for example in Italy the province of the companies register office and the liquidation status used by FatturaPA; those fields appear in the same group and stay optional. The group does not appear at all for a country that has nothing declared. What you enter is printed under your company name on the PDF, in the document's language (see Company-law mentions on the PDF). Changing country keeps what you entered, so switching back loses nothing.

Amounts

Type the share capital as a plain amount, with a dot or a comma for decimals, and pick its currency. It is printed like every other amount of the PDF, for example 1000.00 EUR.

Company profile

Some rules of your country depend on facts about your company that only you can declare. When your country asks for any, the company settings show a Company profile section with one choice per question. A country that asks nothing shows no section.

France asks two questions today.

The Company size category is large enterprise, intermediate-sized enterprise (ETI), small or medium-sized enterprise (PME) or micro-enterprise, the categories of the loi de modernisation de l'économie (art. 51), assessed on 1 January 2025 from your last closed financial year.

The VAT group membership question asks whether your company is a member of an assujetti unique, the French VAT group of CGI art. 256 C.

Together they decide from when your invoices to French business clients must go through an accredited platform (PDP):

Company profile	Accredited platform required for invoices issued from
Large enterprise, ETI	1 September 2026
PME, micro-enterprise, member of a VAT group	1 September 2026
PME, micro-enterprise, not a member	1 September 2027
Size category not declared	1 September 2026
VAT group question not answered	1 September 2026

An unanswered question means the earliest date

Until you answer, Invoicerr applies the earliest date. An unanswered VAT group question is read as a membership, so a PME or micro-enterprise is not deferred to 2027. A company without a connected platform cannot validate an invoice to a French business client once its date has come.

"Micro-enterprise" is the statistical category, not the micro-entrepreneur tax regime, although most micro-entrepreneurs belong to it.

Receiving invoices through a platform is required of every company from 1 September 2026, whatever its size.

Invoice PDF format

• A dropdown offers PDF, Factur-X, ZUGFeRD, XRechnung, UBL, or CII as your default e-invoicing format. The choice is saved, but nothing in the app reads it back yet: every invoice still renders as an ordinary PDF unless you pick a different format yourself from that invoice's own Download menu (see Invoices).

Document numbering

Document number formats are not a setting. They are fixed per country and per document type, from the rules that constrain them: the tax law (a unique, sequential number), the e-invoicing formats (for example FatturaPA's 20-character limit in Italy) and the clearance platforms (for example Chorus Pro's 20 characters for French public buyers). The Number Formats section of the company settings shows, for each numbered document type, the format that applies, the next number it will print, and every rule behind it with its source. Nothing in that section can be edited, and the API refuses a change.

Country	Invoice	Credit note	Quote, purchase order, goods receipt
France, Germany, Italy, Poland	INVOICE-{year}-{number:4}	CN-{year}-{number:4}	QUOTE-…, PURCHASE-ORDER-…, GOODS-RECEIPT-… (-{year}-{number:4})
Portugal	FT A/{number}	NC A/{number}	as above

The counter restarts at 1 on 1 January, only where a primary source actually permits it. France, Germany and Italy read a text that allows a calendar-year series for the invoice (Germany and France for the credit note too); Poland and Portugal, and every quote/purchase-order/goods-receipt format in every country, stay on one counter that never restarts: {year} there only prints the moment of issuance. The Number Formats section shows which applies to each type, and the source behind it. The restart itself applies only from the first document dated 1 January 2027 or later: a series already running keeps its counter exactly where it stood, and a document dated in December but numbered in January still belongs to the old year's series.

A series you started before formats became fixed is kept, because an issued series has to stay continuous. The section marks it "Your running series, kept". The one exception is a series whose format breaks a rule of your country (the old credit-note format CREDIT-NOTE-{year}-{number:4} is 21 characters, too long for FatturaPA and Chorus Pro): the country format then applies from the next number, the counter going on where it stood, so no number is reused and none is skipped. The section says so on that document type.

A kept series never restarts unless its own printed number carries a year. The yearly restart above applies to the country's format; a kept series that never printed a year of its own (for example FAC-{number}) keeps counting up, year after year, even in a country and document type where the country's own format restarts every January: printing the same year-less number again would be a duplicate invoice number, which is unlawful everywhere this product ships. A kept series that does print its own year (for example FACT-{year}-{number:5}) restarts exactly like the country format does. The section always shows the reset rule of the series actually in use, whichever it is, next to its pattern.

Portuguese sellers register, in the ATCUD section of the settings screen, the AT validation code of each series before its first document: the AT issues one per series and document type, so series FT A for invoices and series NC A for credit notes. The ATCUD section shows which series the next document belongs to.

Migrating from another tool? A Declare your last number issued section, right below the Number Formats section, lets you tell Invoicerr where your previous tool's own numbering left off, so your next invoice or credit note continues from there instead of restarting at 1, usable on its own or together with importing your past invoices. It can only be used once per document type, before that type's first Invoicerr document.

Multi-currency

The Multi-currency section's Reference currency field turns on one consolidated dashboard total, in the currency you pick, alongside your existing per-currency figures. Leave it empty to keep every total grouped by currency, unchanged.

The Exchange rates section right below it lists the rates that consolidation, and payment currency conversion, use:

• Add it yourself: enter a rate for any currency pair. Correcting one means adding a new rate dated later, since the most recently dated rate for a pair always wins; there is no edit or delete.
• Refreshed automatically once a day: a background job refreshes every pair you have already added, plus every pair your documents, clients and recorded payments actually use against your reference currency and against each other, from the European Central Bank first and, only for a currency the ECB does not quote, from exchangerate-api.com as a fallback (credited on the section when used). A currency neither source quotes stays unconverted until you add it by hand.
• Gaps: a pair neither source has ever been able to refresh is listed separately in the section, so you know its rate is still only whatever you last typed by hand.

The same rates also convert a payment you record in a currency different from its invoice's own; recording it is refused if no rate exists for that pair on the day the payment arrived.

Revenue basis

A Revenue basis section decides which figure your dashboard and statistics count as revenue, and over which period:

• Revenue basis - Invoiced (counts revenue the moment a document is issued, this product's own long-standing behaviour) or Cashed (counts it only once a payment actually arrives). Left unset, it defaults per your company's country where a clear regime exists: France and Italy default to Cashed (both have a sourced micro-entrepreneur/regime forfettario basis), every other supported country defaults to Invoiced. The section states the sourced reason behind whichever default applies to you.
• Declaration period - Monthly or Quarterly, used to bucket the Cashed revenue settings tab (below). Defaults to monthly.

Both are an aid, not tax advice. Verify against your own accounting records before declaring.

A period that has already closed keeps the consolidated total it showed when it closed: entering a new exchange rate today never revises a past period's own figure on the dashboard, even in a company that invoices in several currencies.

Cashed revenue

The Cashed revenue settings tab lists, period by period, what was actually received against sent invoices, as opposed to what was invoiced, converted into your reference currency at each payment's own rate, dated to when that payment arrived. Each period shows the rate, its date and its source, and a period where nothing was cashed still shows as zero rather than being left out. Export the whole thing as a CSV for your own records; the view and the export both say plainly that this is an aid, never your official declaration.

Branding

The Branding settings tab personalizes every PDF your company issues (quotes, invoices, credit notes and the other document types) with four things:

• Logo (PNG, JPEG or WebP, 10 MB at most), printed at the top left of the first page.
• Accent color, used for the rule under the header and for the small section labels.
• Font: Inter, Source Serif 4, IBM Plex Sans, DM Sans or Lora, or the default system font.
• Document template: Classic or Atelier. Atelier is the default: new companies start on it and existing companies were moved to it when the template feature shipped. Atelier sets the document title large in a serif face, puts the dates and references in a band tinted with your accent color, shows the totals in a tinted box and frames the payment details. It changes the presentation only: every word, identifier, legal mention and the Factur-X data are the same as with Classic. Your logo, accent color and font apply to both.

Four Presets (Classic, Modern, Minimal, Bold) set an accent color and a font in one click. The Preview renders a sample invoice with your current settings, through the same renderer as a real document.

PDF layout

The order of the content is the same for every company and every template, and cannot be edited: it has to carry the legal mentions and identifiers each country requires, and one fixed layout is what keeps that reliable. A document reads, from top to bottom:

1. Header: your logo on the left; the document type, its number and its date on the right (with the Atelier template, the logo sits above the large document title instead).
2. Parties: your company, its company-law mentions and its address on the left, the client (or the supplier, on a purchase order or a received invoice) and its address on the right, each followed by the identifiers filled in for it (see Identifiers on the PDF).
3. Details: the short fields of the document (issue date, due date, currency, client reference, and so on) in one compact grid. An optional field left empty, such as the origin document of an invoice, is not printed.
4. Lines: the line table (on a credit note linked to an invoice, the corrected lines). On a document longer than a page, its header row is repeated at the top of every page and a line is never cut in two.
5. Totals: right under the last line, on the same page as it.
6. Notes, then the payment block (SEPA QR code and payment methods side by side), the legal mentions, and your custom fields.

Page breaks

The layout is designed so that a short document (a few lines, ordinary notes, the usual legal mentions and payment details) fits on one A4 page; long notes, many custom fields or a long list of mentions can still push the end of the document onto a second page. When the lines run over a page, the break falls between two lines, and the totals move with at least the last line rather than starting a page on their own. Only the totals and lines are kept together: notes, payment details and mentions flow onto the next page as needed.

What this page used to describe, and does not any more

This page previously documented a Website field, an Exempt VAT toggle, a per-type Number Format / Starting Number block, and a whole PDF Templates section (colours, spacing, label overrides). The logo, accent color, font and preview now live in Branding, described above.

Those descriptions did not match the application, so they have been removed rather than left in place: the fields either do not exist, are not stored, or are not read by anything that produces a document. When a capability genuinely lands, it is documented here again — this page describes what the product does, never what it is expected to do.