Accounting Manager - Company Invoice Details

Modified on Fri, 5 Jan at 9:41 AM

This area gives you the opportunity to fill in all your company details, as they should be displayed on your invoices that will be sent out to customers and companies. These fields are text fields that will be pulled through to a printed or emailed invoice.


Standard Tax Rate - This should be your standard VAT rate as per your account solutions – 20 for standard rate of VAT. 

Standard Tax Name - This will be the name of your standard tax as per your account solution. 

Prices are Standard tax Exclusive (Tick Box) - This is whether your pricing needs to show as price without VAT.

Standard Tax (VAT) Number - This is your company VAT registration number.

Financial Institution - The Name of your bank 

Account Name – The name of your bank. 

Account Number – Business account number.

Sort Code – Business account sort code.

IBAN – Business account IBAN. 

BIC – Business account BIC

Message to show on invoice – If you would like to put a message on all your invoices including the pro forma (e.g. Thank you for staying with us, we hope to welcome you back soon!)

Customer Invoice Prefix - This is if you require a prefix ahead of your invoice number (e.g. Hop001 rather than just 001)


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article