Invoicing settings
Decide what appears on invoice PDFs, how much time customers get to pay and which VAT rates you can choose.
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Under SupportSettingsInvoicing you set the defaults for invoices and for the PDF you send to customers. The settings apply to your whole organisation.
What appears on the invoice PDF
| Setting | What it does |
|---|---|
| General terms on invoice PDF | The PDF gets a back page with general terms for every page. The footer refers to it. The text of the terms is fixed and names your organisation's legal name. Off by default. |
| VAT breakdown table on invoice PDF | Next to the totals is a table with the taxable amount and the VAT amount per VAT rate. Off by default. |
| Invoice PDF items per page | The maximum number of lines on a page. If there are more lines, a new page follows. 20 by default, minimum 1. |
Payment term
Under Default due date (days) you enter the number of days between the invoice date and the due date. It applies to invoices for which you did not choose a due date yourself. By default that is 7 days. You can enter 0, in which case the invoice is due on the day of booking. See Book an invoice.
Choose VAT rates
Under Allowed VAT rates are the rates you can choose in the VAT dropdown on draft invoices. By default these are 0%, 6%, 9%, 12% and 21%.
- Type a percentage between 0 and 100 in the field below the list. A comma or a full stop is allowed.
- Click Add rate.
- Remove a rate with the cross next to the percentage.
- Click Save settings.
The list is always sorted from low to high. You cannot add a rate that is already in the list twice. If an existing invoice line has a rate that you later remove from the list, that rate stays on that line.
You only see that dropdown if VAT rate dropdown on draft invoice lines is on. A draft invoice then gets a VAT column in which you choose a rate per line. If you choose a product, that product's rate remains the initial value. See VAT and Create and edit invoices.
Automatic invoices for consumption
Under Minimum amount for automatic utility invoices you enter an amount in euros. For customers with automatic invoicing of utilities, Tillor only creates an invoice once the outstanding amount reaches this amount. If you leave the field empty (No minimum), every outstanding amount is invoiced.
If a customer has a minimum of their own on the customer profile, that minimum applies to that customer instead of this setting. See Meter management.
Save changes
At the bottom, click Save settings. With Cancel you reset the form to the saved values. If you only have the View settings permission, the fields are greyed out.