---
title: Invoice Setup
keywords: invoice setup, firm settings, bank accounts, invoice numbering, invoice layout, VAT, payment terms, branding, invoice template, configuration, billing configuration, invoice settings, billing settings, invoice preferences, billing setup
summary: Explains how to configure invoice settings including firm information, bank accounts, numbering sequences, invoice layouts, and default payment terms. Covers everything needed to generate professional, compliant invoices.
url: /management/firm
---

# Invoice Setup

## What is Invoice Setup?

Invoice setup configures how your firm generates and sends invoices to clients. This includes setting up your company information, bank account details, invoice numbering sequences, and default settings that appear on every invoice you create.

## Why Invoice Setup Matters

Proper invoice setup helps you:

- **Present professionally** - Branded invoices build client confidence
- **Get paid faster** - Clear payment instructions reduce delays
- **Maintain consistency** - Standardized invoices are easier to process
- **Support accounting** - Proper numbering and formatting for bookkeeping

## Accessing Invoice Setup

To configure invoice settings:

1. Click **Management** in the main navigation.

2. Click **Firms** from the Management page.

3. In the Firms list, click on your firm to open its settings page.

![Firm settings page with invoicing sections](../screenshots/firm-settings-page.png)

The firm settings page displays your invoice configuration organized into several sections, including Invoicing setup, Manor invoicing, and other firm-specific settings.

## Configuring Invoice Settings

The firm settings page shows your invoice configuration in several sections. The most important are described below; each has an **Edit** button that opens its settings in a dialog.

> **Note:** Invoice setup does not determine the language of the invoice itself. Every invoice PDF (and invoice e-mail) is rendered in the **project's language**, regardless of the language the individual user has selected for their own Manor interface. The project language is set in the project's **Language** field (open the project and click **Edit project**); when a project is created it defaults to your firm's language.

**Invoicing setup** - Controls general invoicing options including:
- Invoicing integration (Manor invoicing, DK (XML file export), DK, Regla, Payday, or Business Central invoicing)
- Billing exchange rate policy
- Show retainer contract ID on invoices
- Require an internal note for credit invoices
- Invoice dating rules (how far back an invoice can be dated, and month-end/month-start defaults)
- Due date policy
- Grace period
- Default invoice comment

**Manor invoicing** - Controls invoice numbering and delivery:
- Prefix for invoice numbers
- Next invoice number
- Invoice delivery method

**Company logo** - Logo displayed on invoices

## Updating Invoicing Setup

To configure your invoicing settings:

1. Click the **Edit** button in the **Invoicing setup** section.

2. The Invoicing setup dialog will appear with the following fields:

   - **Invoicing integration** - Select your invoicing software (Manor invoicing, DK (XML file export), DK, Regla, Payday, or Business Central invoicing)
   - **Billing exchange rate policy** - Choose how exchange rates are determined for multi-currency invoices
   - **Show retainer contract ID on invoices** - Select Yes or No to display retainer contract IDs on invoices
   - **Require an internal note for credit invoices** - Select Yes or No to require users to enter an internal note when creating a credit invoice
   - **Invoice dating back in time, days** - Set how many days back you can date invoices
   - **Days before month end to default to last day of month** - Configure month-end invoice dating behavior
   - **Days at month start to default to previous month end** - Configure month-start invoice dating behavior
   - **Default invoice date when rules don't apply** - Choose what the default invoice date should be when special rules don't apply
   - **Invoice comment** - Enter a default comment that appears on all invoices
   - **Due date policy** - Define when invoices are due relative to posting date
   - **Grace period** - Number of days clients have to pay invoices (default: 7 days)
   - **Grace period type** - Choose whether to count the grace period from the invoice date or the creation date

3. Click **Save** to apply your changes.

![Invoicing setup dialog with configuration fields](../screenshots/invoicing-setup-form.png)

## Updating Manor Invoicing Settings

To configure your invoice numbering and delivery:

1. Click the **Edit** button in the **Manor invoicing** section.

2. The Manor invoicing dialog will appear with the following fields:

   - **Prefix** - Optional prefix for invoice numbers (e.g., "SR" produces "SR-0003456")
   - **Next invoice number** - The number for the next invoice (always displayed with 7 digits)
   - **Invoice delivery** - Choose delivery method:
     - **Manual** - User can download a PDF document to deliver to the client
     - **Unimaze** - Electronic invoice is sent through Unimaze
     - **Email** - Invoice PDF is sent as an email attachment to the client's billing email address

3. Click **Save** to apply your changes.

![Manor invoicing dialog with prefix and delivery settings](../screenshots/manor-invoicing-form.png)

## Invoicing Integration Methods

The **Invoicing integration** setting in the Invoicing setup section allows you to choose from multiple integration methods:

- **Manor invoicing** - Invoices are generated and delivered from Manor
- **DK (XML file export)** - Invoices are exported as an XML file for Danish systems
- **DK** - Danish invoicing integration
- **Regla** - Automatic posting to Regla accounting software
- **Payday** - Payday accounting system integration
- **Business Central invoicing** - Microsoft Dynamics 365 Business Central integration

Each integration method has its own configuration requirements. Select the method that matches your accounting software.

## Best Practices

**Configure Grace Period Appropriately**

Set a grace period that matches your standard payment terms. The default is 7 days.

**Use Consistent Prefixes**

If using a prefix, make it meaningful and consistent (e.g., "SR" for service invoices).

**Choose the Right Integration**

Select the invoicing integration that matches your accounting software for seamless data flow.

**Test Invoice Numbering**

Verify that your prefix and next invoice number format correctly before sending real invoices.

**Keep Default Comments Professional**

Use the invoice comment field to include payment terms, contact information, or specific instructions.

**Regular Review**

Update bank account information and addresses when they change, as these affect invoice delivery.