All Collections
Invoices
Where can I put my billing information in my documents?
Where can I put my billing information in my documents?

The footer of the invoice is the perfect place to put your billing information.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

โžก๏ธ If you're using LSP.expert V1, click here.

To know how to customize the documents you create using LSP.expert (logo, document templates, terms, etc.), see this article: https://help.lsp.expert/en/articles/1863932-can-i-customize-the-documents-i-create-with-lsp-expert

You can insert your billing information (bank account number, etc.) in the footer of your documents.

For that, you have to go in Settings > Document and email configuration. You select the configuration in which you want to add a footer and you click on the Terms and footer tab.

For each document, you can add a footer:

You can enter all the information you want (and format it as you wish). Then, click on Save.


If you're using LSP.expert V1

After having defined your name and address (and maybe also your VAT number) in the Details field under Settings > Accounting, you may wonder where you can insert your billing information (bank account number, etc.) so that they appear in every document you create. Well, in the footer of the document!

For that, you have to go in Settings > Document and email configuration. You select the configuration in which you want to add a footer and you click on the Terms and footer tab.

For each document, you can add a footer:

You can enter all the information you want (and format it as you wish). Then, click on Save.

Did this answer your question?