Billing & Accounting Settings

What you set here

These are the defaults that flow onto every invoice you raise:

• BACS bank details — the account customers pay into when they choose bank transfer. These print on the invoice.
• Invoice numbering — the prefix and next number in the sequence.
• Payment terms — the default due-days applied to new invoices.
• Payment providers — your connections to Stripe, GoCardless and PayPal.

Setting it up

1. Go to Accounting → Settings.
2. Fill in your bank details exactly as they appear on your bank statement — a wrong sort code means a failed payment, not an error message.
3. Set the invoice prefix and starting number. Changing this later does not renumber existing invoices.
4. Set your default payment terms in days.
5. Connect each payment provider you want to offer. Customers see a pay-now button for every connected provider.
6. Save.

Scope of changes

Changes apply to new invoices. Invoices already raised keep the details they were created with, so historic documents stay accurate.

Tip: Connect at least one card provider alongside BACS. Invoices with a pay-now button are settled materially faster than bank-transfer-only ones.