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Making it yours4 min read

Business settings: name, address, payment details, invoice numbering

Every invoice you will ever send is shaped by one settings page. Fill it carefully once, send a test to yourself, and you will not come back here for a year.

By the end of this pageYou will have the business identity, payment methods and invoice numbering set so that every PDF is correct from the first one.
On this pagePer place overridesChanging things later
The three cards that shape every invoiceWalkthrough
Settings › BusinessBusinessLEGAL NAME (ON INVOICES)Harbour Ridge Residences Inc.SHORT NAME (ON SCREEN)Harbour RidgeADDRESS14 Don Juico Avenue, Malabanias, Angeles City 2009TIN123-456-789-000CONTACT EMAILhello@harbourridge.phCONTACT MOBILE0917 555 0100Legal name and TIN go on every invoice; the short name goes everywhere else.Settings › Business › Payment detailsHow tenants pay youGCash0917 555 0100 · Harbour Ridge ResidencesQR ✓Maya0917 555 0100QR ✓BPI1234 5678 90 · Harbour Ridge Residences Inc.QR ✓Cash at receptionacknowledgement receipt issuedQR ✓Each method becomes a QR code on the PDF. A place can override these with its own account.Settings › Business › InvoicingNumbering and datesPREFIXHRR-NEXT NUMBER2026-0813RAISE ON1st of monthDUE AFTER5 daysNIGHTLY RUNSend automatically (was: hold as drafts)FOOTER NOTEPlease use the invoice number as your payment reference.Numbers never repeat or skip. The prefix and next number can only go up.Tip: hold as drafts for the first two months, then switch to automatic.
  1. Identity. Legal name exactly as registered (it goes on invoices and contracts), a short name for screens, the registered address, the TIN. Contact email and mobile appear in invoice footers and on the portal.
  2. Payment methods. Add each way tenants can pay: GCash and Maya numbers, bank accounts, cash at reception. Each electronic method becomes a QR code on every PDF with the invoice number as the suggested reference. Order them as you want them shown.
  3. Numbering. A prefix (your initials, a year — or nothing) and the next number. Numbers never repeat or skip; voided invoices keep theirs. If you are moving from another system, set the next number above your last one so the sequence continues.
  4. Dates and the nightly run. The day of the month repeating invoices are raised, the days until due, and whether the run sends them or holds them as drafts for you to review. Start with drafts.
  5. Send a test. Make a test client with your own contact, raise an invoice, send it by both channels, scan every QR with your own wallet. Fix anything here, void the test invoice.

Per place overrides

A workspace with several places can give each its own payment details, logo and footer, so Sunset Villas' dues go to the association's account and Harbour Ridge's rent to yours. Numbering stays one sequence per workspace unless you choose a prefix per place.

Changing things later

Name, address, TIN and payment details apply to invoices sent from then on; sent PDFs are never altered. The next number can only increase. Changing the raising day takes effect from the next run and is logged.

Other settings pages. Sending (email and WhatsApp), Security (two-factor, retention), Utilities (tariff bands), Money (split rules, cash/accrual), Support, Gate, Documents (templates), Automation (export, audit log, health). Each has its own short article; this one is the page you cannot skip.

Related

Make it yours · 3 minYour logoRead the article →Money in · 3 minThe invoice PDFRead the article →Money in · 4 minSending invoicesRead the article →
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Describes the platform as it is today. Something out of date? Tell us. · help 0.12.3