Skip to main content
All CollectionsFinances
Customising Invoices and Expenses
Customising Invoices and Expenses

Add Organisation Number, Number Prefix, Footer and Payment information in Finance Settings

Updated over 9 months ago

You can customise the information on your invoices and expenses using the fields at Organisation Settings > Finance Settings > Invoices, Expenses and Deposits.

  • Organisation Number - e.g. This could be a Government identification number like a business or company number, such as an (AU) ABN, (EU) VAT number, or (US) EIN.
    This number, if used, will appear below your Organisation's name and address in the "From" section of the Invoice

  • Number Prefix - will sit in front of all future Invoice numbers (use of a prefix is optional).

  • Next Number Starts From - If you already have an invoice number system you can jump to start it from there… for example you may wish to start it from 20150001 … the next invoice number will be 20150002 and so on.

  • Footer Information - This information will be seen in the footer of all PDF documents generated by TidyHQ for your organisation. Use this area to add a generic disclaimer or sales tax information for your invoices.

  • Payment Information - Use this area to add your bank details or other payment information when paying invoices via PDF.


If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:

USEFUL LINKS:🚀

  • Don't have an account yet? Sign Up now and get Pro Free for 30 Days🚀

  • New to TidyHQ? Check out our Getting Started Collection🐣

  • Everything you need to know? please refer to TidyHQ FAQs 💬

  • Looking for TidyHQ rates? talk to us to better understand our Pricing💰

  • Anything related to help topics? please visit our Help Centre🚨

CONNECT WITH US:🌍™

If you'd like to know more, chat with us in the Messenger! 😊

Did this answer your question?