Invoicing settings

Flowtly Editorial Team2 min

Invoicing settings, under Settings → Organization → Invoicing, defines the defaults applied to every invoice your organization issues.

Billing data

The billing data section holds the seller address: the company name, address, and tax identification number shown to your customers on the invoices you issue. These are reused on each invoice so you do not re-enter them every time.

This is separate from your organization's own billing address with Flowtly, which appears on the invoices Flowtly issues you for your subscription — see Subscription and billing.

Numbering and terms

  • Invoice name format — the numbering scheme used for new invoices.
  • Payment due days — the default number of days until an invoice is due.

Sending

When invoices are emailed, you can set the reply-to address and CC recipients (name and email) so replies and copies go to the right people.

E-invoicing

The e-invoicing section configures structured e-invoice delivery (such as KSeF). See E-Invoicing for the full setup.

Example use cases

  • Setting a 14-day default payment term for all new invoices.
  • Adding the accounting team as a CC on every invoice email.

Connection map

Refers toPart ofFulfils
Documented hereDocumented elsewhere
audit-log records person. setting defines attribute. org-document access governed by setting. subscription gates setting. setting requires second-factor. second-factor held by person. recovery-code stands in for second-factor. trusted-device waives second-factor.recordsdefinesaccess governed bygatesrequiresheld bystands in forwaivesAAudit trail — The record of who did what and when. It is how a user action is investigated after the fact, and what compliance is demonstrated from.Audit trailPPerson — An employee. The central record the rest of the workforce data hangs off — profile, documents, leave, benefits, rates.PersonSSetting — Platform-wide configuration — behaviours, permissions, security.SettingAAttribute — A custom data field defined once and collected across the platform, so an organisation can record what Flowtly does not ship a field for.AttributeDDocument — An organisational file, stored with control over who can reach it.DocumentSSubscription — The plan the organisation is on, and what it is billed for.SubscriptionSSecond factor — The extra proof of identity asked for at sign-in on top of the password — a six-digit code from an authenticator app, changing every 30 seconds.Second factorRRecovery code — One of ten single-use codes issued when an authenticator is confirmed. Each stands in for a code from the app once, for the day the phone is gone.Recovery codeTTrusted device — A browser a person has chosen to trust, which is not asked for a second factor again for 30 days. Per browser, not per person.Trusted device

Related terms