Company settings

Company

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

• Name (required)
• VAT Number (optional)
• Legal ID / SIRET (optional) — the identifiers offered here depend on your country; 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.

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 card 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 on that card 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 card 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 card 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 card 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 card 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 card, right below the Number Formats card, 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 card'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 card 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 card 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 on the card, 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 card 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 card 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.

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

This page previously documented a Logo upload, a Website field, an Exempt VAT toggle, a per-type Number Format / Starting Number block, and a whole PDF Templates section (typography, colours, spacing, label overrides, live preview).

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.