Invoices and tax

Invoices are issued under your own business identity, with your own numbering.

Switching invoicing on

Go to Settings, then Invoicing. Turn Enabled on and fill in at least your Company name and Tax ID, which are both required. Add your address, a logo from your media library, and a footer note if you want them on the PDF.

Until invoicing is enabled and those two fields are filled, no invoices are issued at all.

Numbering

Your number format is a template built from tokens: {PREFIX}, {YYYY}, {YY}, {MM} and {NO}. The default is {PREFIX}/{YYYY}/{NO} with a prefix of FV, which produces numbers like FV/2026/7. You can also set number padding to zero-pad the sequence, and a starting number.

Numbers are gapless within each year and the sequence restarts every January. Changing the starting number only takes effect while nothing has been numbered yet that year.

Use Preview to render a sample PDF from whatever is currently in the form. Nothing is saved and no number is used up.

Tax

Go to Settings, then Tax. Set the label buyers see, such as VAT, your home country and home rate, and choose a mode: a single rate, or by country with a rate per country. A product's Pricing tab also has a tax rate override for cases like reduced VAT on ebooks.

Prices are treated as tax inclusive. The net and tax amounts are worked out when the invoice is issued and frozen onto it.

How invoices get issued

An invoice is created automatically when money actually moved. Trials and fully discounted free orders never get one, and each order gets exactly one invoice. You can also issue one by hand from the order details panel with Create invoice.

Your seller details are snapshotted at the moment of issue, so editing your settings later never rewrites past invoices.

The Invoices screen

Open Sales, then Invoices. Search by invoice number, buyer name or email, and filter by status. From each invoice you can view or download the PDF, edit the buyer's billing details (the number and amounts stay frozen), cancel it (it keeps its number), or resend the receipt email.

Where buyers get theirs

The receipt email goes out once with the PDF attached, and members can always download their own invoices from their account area.

Related: Managing orders.