How do I set up invoicing?

💡 Only the account creator (main user) can activate invoicing and send the first invoice. After this, admins and editors can create and send invoices too.

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1. Before you start

Check your pricing plan

Invoicing is included in the following plans:

🇫🇮 Finland: Pro, Business, Zen, Zen+, Associations Pro
🇩🇪 Germany: Pro, Business
🇦🇹 Austria: Pro, Business

If you’re not on one of these plans yet, see How do I change my plan?

Optional: Add your VAT number

To charge VAT on invoices, your VAT number needs to be in your Holvi account first. If it isn’t, the VAT option won’t appear in the invoicing tool.
→ How do I add my VAT number?

To enable a specific country’s VAT rates for your invoices, please contact customer support.

Optional: Create a currency account

If you want to send invoices in currencies other than euro, you’ll need to have an IBAN account in that currency. Supported currencies include USD, GBP, SEK and CHF.

You can create a currency account by going to Accounts > Manage accounts > Add new account.

Learn more: Payment accounts in different currencies

2. Choose your default settings

Go to Invoicing > Settings. Everything you set here applies to every new invoice. You can still change payment terms, language and the personal message on individual invoices when creating them.

Setting	What it does	Good to know
Logo	Shown in the top-right corner of your invoices	Accepted formats: PNG, JPG and GIF Max file size: 1 MB
Payment terms	How many days clients have to pay	Default is 14 days
Invoice prefix	A code before the invoice number, e.g. ACME-0042	Use it for clients, projects or branding
Language	Determines the invoice labels (issue date, due date, reference number, etc.)	English, Finnish or German. Item names and messages aren’t translated
Personal message	Appears below the invoice subject, above the items	Good for your website, late-fee terms, discount codes or a thank-you.
Contact details	Confirm which contact details you would like to appear on your invoices	Address, email, phone number, fax
Reminders	Create a default email message for your reminders.	Learn more about invoice reminders

3. Send your first invoice!

See our dedicated article: How to create and send an invoice