Invoicing Settings

Configure invoicing in Settings → Organization → Invoicing.

Billing Information

Set your company details for invoices:

• Company name
• Address
• Tax ID / VAT number
• Registration numbers
• Logo

Bank Accounts

Add bank accounts for payment:

1. Go to Bank Accounts tab
2. Click Add Bank Account
3. Enter:
   • Bank name
   • Account number / IBAN
   • SWIFT/BIC code
   • Currency
4. Set as default if desired

VAT Rates

Configure tax rates:

1. Go to VAT Rates tab
2. Add rates for different:
   • Product categories
   • Services
   • Regions/countries

Common Rates

• Standard rate (e.g., 21%)
• Reduced rate (e.g., 10%)
• Zero rate (0%)
• Exempt

Cost Categories

Organize costs by category:

1. Go to Cost Categories tab
2. Create categories like:
   • Materials
   • Labor
   • Travel
   • Software
   • Equipment

Form Fields

Customize invoice fields:

• Add custom fields
• Set required fields
• Configure field order
• Define default values

OCR Settings

Configure automatic invoice processing:

1. Go to OCR Settings tab
2. Enable OCR for uploaded invoices
3. Configure:
   • Auto-extraction fields
   • Confidence threshold
   • Review workflow

Invoice Numbering

Set invoice number format:

• Prefix (e.g., "INV-")
• Year format (YYYY, YY)
• Sequential number
• Suffix (optional)

Example: INV-2024-00001