# Invoice Defaults (https://docs.carlio.app/docs/settings/invoice-settings)

Configure the company details, signature, defaults, payment details and number format that apply to every invoice



The **Invoices** settings page holds what every invoice of the dealership carries. The page has four tabs: **Company**, **Defaults**, **Payments** and **Numbering**.

**Requirements:** Changing the settings needs the permission **Edit Invoices & Settings**. By default, the owner and managers hold this permission. Other members see the fields as read-only.

## Save the company details and signature [#save-the-company-details-and-signature]

1. Open **[Settings](https://carlio.app/dashboard/settings)**, then **[Invoices](https://carlio.app/dashboard/settings/invoices)**.
2. On the tab **Company**, fill the fields in the card **Company Details**: **Street address**, **City**, **Postal code**, **Phone**, **Email**, **Tax number**, **Registration number** and **Website**. Every field is optional.
3. In the card **Signature**, drag an image onto the frame, or select **Upload**. The file must be JPEG, PNG or WebP and at most 2 MB.
4. Select **Save Changes** in the bar **Unsaved Changes**.

The signature saves as soon as the upload finishes. The toast **Signature saved** confirms the upload. Select **Replace** to upload another image. Select **Remove** to delete the signature. The signature prints above the signature line at the foot of every invoice.

The company details print in the invoice header. The header also carries the company name and logo from the company profile.

## Set the defaults for new invoices [#set-the-defaults-for-new-invoices]

1. Select the tab **Defaults**.
2. Choose **Language**, **Amount format** and **Date format**.
3. Optionally, fill **Payment terms** and **Closing note**.
4. In the card **Custom Fields**, select **Add field** and fill **Label** and **Value**. Remove a row with the delete button on the row.
5. Select **Save Changes**.

A new invoice opens with these values. Each value can be changed on the invoice itself. An invoice prints at most 10 custom fields. Rows without both a label and a value are not saved.

| Field             | Choices                                                                                  |
| ----------------- | ---------------------------------------------------------------------------------------- |
| **Language**      | 13 languages, listed by English name with the native name in brackets                    |
| **Amount format** | **Symbol**, **Symbol with region**, **Currency code**, **Currency name**, **Accounting** |
| **Date format**   | Seven patterns, such as `DD/MM/YYYY` and `DD Month YYYY`                                 |

## Add payment details [#add-payment-details]

1. Select the tab **Payments**.
2. Select **Add**. The dialog **Add Payment Details** opens.
3. Choose a **Type**: **Bank transfer**, **PayPal**, **Cryptocurrency** or **Other**.
4. Fill **Payment Name** and the fields of the type. A bank transfer needs **Bank name**, **Account name** and **Account number**. PayPal needs **PayPal email address**. Cryptocurrency needs **Currency** and **Wallet address**.
5. Select **Save**.

Each invoice selects which payment details to print. **Archive** removes a payment detail from the list that the invoice form offers. **Restore** brings it back. The pencil button edits an entry. The bin button opens the choice **Keep** or **Delete**.

## Set the invoice number format [#set-the-invoice-number-format]

1. Select the tab **Numbering**.
2. Fill **Prefix**. The prefix holds at most 12 characters.
3. Fill **Digits** with a whole number from 1 to 8.
4. Read the field **Example**. The field shows invoice number 1 in the chosen format.
5. Select **Save Changes**.

A new dealership starts with the prefix `INV-` and 8 digits. Invoices are numbered in sequence for the dealership. A number is never shortened, even when it has more digits than the setting.

<Callout type="warn">
  Changing the prefix or the digits restyles every invoice number, including invoices that are
  already issued.
</Callout>

## Notes [#notes]

* The settings have no default tax rate. The tax is set on each invoice.
* The company cover photo does not print on invoices.
* One save bar writes the changes of all four tabs, except the signature and the payment details. Those save on their own.
* An invalid value in **Digits** sends the reader to the tab **Numbering** with an error toast.