Set up invoicing

Who: the Owner, or someone with Settings and prices access. Go to: Invoicing → Get started.

1. Invoicing terms: read them, tick the box and type your full name. Each person with access does this once.
2. Your business: your business name (and legal name if it's different), address, email, phone and logo. This goes at the top of every invoice.
3. IDs and payment: the ID numbers you want on invoices, with names you choose (ABN, VAT No., GSTIN, EIN, Company No.…), and how clients pay you, printed exactly as you write it: bank details, IBAN and SWIFT, PayID, a payment link, anything.
4. Money and numbers: your currency, rounding (each line or the total), the date format, your invoice numbers (a prefix and the next number, like INV- and 1001), when invoices are due, and payment tracking: Simple (paid or unpaid) or Detailed (part payments).
5. Taxes: starts empty. Add the taxes you charge, with your own names and rates, or none.
6. Look: a style, your colour and notes printed on every invoice.

Every step can be skipped with Finish later and changed any time from the tiles on the Invoicing screen: Business, IDs and payment details, Money and numbers, Taxes, Prices, Clients, Items, Templates, Invoice fields, Wording, Look and Access.

• Wording: rename anything printed on your invoices (Invoice, Bill to, Hours, Rate, Due, Total…), so they work in any language.
• Payment details are protected. Changing them asks you to confirm it's you (a passkey, your 2FA code or your password), alerts the Owner, and the next invoices say Your payment details were changed on [date] to whoever issues them. That guards against someone swapping in their own bank account.
• Made with Vaultime: a small line at the bottom of invoices, on unless the Owner turns it off in Look.

Example: Sam opens Invoicing, accepts the terms and adds Sam's Tiling, his logo and ABN 12 345 678 901 (a field he names ABN). Under how clients pay he types his BSB and account number. He picks AUD, ST- 1001, 14 days, and adds GST at 10%.