Set up your company
Signing up filled in the essentials: the name, the address, the UID number and VAT. Before you send your first invoice, take ten minutes to check these settings and complete the rest, starting with the logo and the QR-bill: they appear on every one of your documents. The Get started card on the dashboard reminds you of the ones still missing.
Everything is in Settings, at the bottom of the left-hand menu.
The essential settings
- Company (1). Check the name, address, email, phone and UID number, and add your logo. See Your company’s details.
- Numbering (2). Choose the format of your invoice and quote numbers. If you are coming from other software, continue your old numbering sequence. See Number your clients, invoices and quotes.
- Invoice (3). Switch on the QR-bill, if you have not done so yet: paste the IBAN that receives your payments, and To Bill recognises the account by itself. Then check the default payment term. Switch on automatic reminders if you wish. See The QR-bill, Reminders and Customise your invoices and quotes.
- Document Templates (4). Give your invoices and quotes your colours and your layout. This is optional: without a template, To Bill uses a classic, tidy layout. See Customise your invoices and quotes.
- Taxes (5). If you are registered for VAT, check that VAT is switched on and that the rates you need, 8.1%, 2.6% and 3.8%, exist. See VAT and rates on your documents.
In each tab, click Save, at the top right, before you move on to the next one. Tabs without this button save every change straight away.
Useful settings
| Setting | Why | Guide |
|---|---|---|
| Bring in your clients and items | No need to type everything again: import from bexio, Excel or CSV | Integrations |
| Invite your colleagues | Everyone has their own account and permissions | Invite your team |
| Send from your own email address | Your clients recognise the sender and reply to you directly | Send your emails from your own address |
| Accept card and TWINT | Your clients pay in one click from their invoice | Get your invoices paid online |
| Prepare your texts | Payment terms, bank details, validity of offers | Customise your invoices and quotes |
| Switch on modules | Accounting, payroll, time and projects | Modules |
Then send your first invoice: Send your first invoice.
Who can change the settings?
Only people with the Settings › Manage permission see Settings in the menu; by default, the administrator. See Users, roles and permissions.