This article is relevant to UK customers only. If you are looking for information on setting up your invoices as a North American customer, click here.
Overview
When it comes to streamlining your billing process, completing your invoice settings is a key step. Whether you're establishing essential tax credentials or adding personalized details, this comprehensive walkthrough ensures you make the most of GotPhoto's invoicing features.
The Invoice Settings Page
The Invoice Settings page is divided into 3 tabs, each of which requires some information from you:
This section is mandatory and must be completed before you can start selling to customers.
- VAT Credentials: Enter your VAT Reg number and Tax number here.
- Invoicing Address: Enter the address (mandatory) and phone number (optional) that will be printed on the invoices provided to your customers.
- Confirmation: Confirm that the information you have entered above is correct. GotPhoto is not a tax advisor, so please consult your tax advisor if you have any questions about how to complete your invoice settings.
Don't forget to click Save & Finish!
This section is optional (but recommended) in order to further personalize your invoices. From here, you can also preview your invoice to ensure you are happy with it before it's sent to customers.
- Add additional information to your invoice, such as:
- The web address for your studio
- Your CEO's name
- Commercial register no.
- Register court
- Choose your invoice language: If you would like your invoices to appear in a language other than English (default), you can choose from one of the languages in the dropdown menu.
- Upload your logo: Your logo will appear in the upper-right corner of your invoice (Max height: 3cm | Max width: 17cm)
- Add a personal note: Here, you can add a personal note or any additional information you want your customers to receive on their invoices.
Click Save and preview to generate a PDF preview of your invoice. If you are happy with the results, click the blue Save information button.
The final step of setting up your invoices involves setting your tax rate on the Tax Rates tab of the Invoice Settings page:
On this page you can edit the following settings:
- Tax Display: Select whether you would like to show taxes as included within your prices (gross prices), or show prices without taxes (net prices).
- Tax Exemption: Tick this box if you are tax-exempt. You will be required to provide documentation.
- VAT Rate: Enter your VAT rate here.
This page will save automatically.
For more information on VAT management, take a look at this article.
The Takeaway
Master the art of invoicing with precision by navigating through the essential sections—Invoice Settings, Advanced Invoice Settings, and Manage Tax Rates. From specifying your tax credentials and invoicing address to customizing with additional information and language preferences, these steps empower you to create professional, tailored invoices.