Help articles

In this section, you fill in the general information about your company. It's important to complete as much information as accurately as possible, so all necessary details are automatically displayed on your invoices.

Mandatory and Additional Fields

• Mandatory fields: These fields are marked with an asterisk (*) and must be filled in to generate an invoice. Make sure these fields are always correct and up-to-date.
• Additional fields: While not mandatory, it's helpful to also complete the additional fields. This ensures your invoices and other documents are more complete and professional.

Customizing Your Document Layout
Information that doesn’t automatically appear on your invoice can be manually added using keys in your layout template. This gives you more control over which details are visible and where they are displayed on your documents.

Tips for Filling Out General Information

• Check for accuracy: Enter all information carefully to avoid errors on your documents.
• Regularly update: Make sure your details are up-to-date, especially after changes like a new address or phone number.
• Use full names and titles: This gives your documents a more professional appearance.