--- title: "Invoices and credit notes" slug: "invoice-settings" description: "Ensure your invoices comply with tax laws and customize settings for seamless billing, credit notes, and e-invoicing in Frisbii Billing." updated: 2026-08-27T13:50:33Z published: 2026-08-27T13:50:33Z canonical: "help.frisbii.com/invoice-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Invoices and credit notes > [!CAUTION] > **Warning** > > Make sure you have included all the necessary information in your invoice documents. > > Please take caution that you charge the appropriate tax and comply with all applicable laws and regulations for your business. > [!WARNING] > **Important** > > Invoice and credit note PDFs are sent to your customers from the following e-mail templates: > > - Receipts templates > - Invoice card receipt > - Invoice manual receipt > - Invoice zero amount receipt > - Refunds templates > - Invoice card refund receipt > - Invoice manual refund receipt In order to configure invoices, the user permissions "Account settings, plans, add-ons, discounts, coupons, etc." are required. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-9BNHEX80.png) --- ## Invoice Configuration Click on **Configurations → Finance and accounting → Invoices and credit notes** to navigate to the settings. ### Subscription Invoice Handle Prefix All invoices in the Frisbii system get a handle once generated. The handle prefix in default is "inv" and then followed by the invoice number (see below). You have the option to define a custom prefix, if your subscription invoices should not have the handle prefix "inv". Changes take immediate effect after saving. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-X96WEARX.png) ### Invoice number > [!CAUTION] > **Warning** > > Invoice requirements vary by region. Please consult with your tax advisor on your specific use case. The responsibility that your invoices meet applicable tax requirements lies with you. Frisbii Billing automatically generates invoice numbers for accounting purposes (that's why they are called "Invoice accounting numbers"). Once you turn on invoice number creation, invoice numbers will be assigned to new invoice documents. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-B7R4P77B.png) You can configure how your invoice numbers should look like: - **Sequence counter type**: You can decide to reset your invoice numbers periodically. You have the choice of monthly resets, yearly resets or no resets at all. For the yearly sequence counter type, the reset happens on January 1st. For the monthly sequence counter type the reset happens on the first day of each month. After the reset date the counter starts afrom the "Invoice number after reset". - **Digits count**: You can configure the fixed minimum number of digits for your invoice numbers. Leading zeroes will be added for lower numbers to ensure the configured digit count. If there are more invoices that can't be accommodated within the selected digit count, we will keep counting up. - **Invoice sequence prefix:** By default the prefix "IN" is assigned but you can customize it. If you change the name of your sequence it will be applied from the next invoice on. - **Dynamic placeholder**: You can add a placeholder that indicates the date, month and year of the invoice. Choose one of several formats. - **Next invoice number**: Your next invoice will be issued with this number. It will automatically increase by one with each invoice issued. - **Invoice number after reset**: If you have chosen to reset your invoice numbers periodically, you can choose what number to restart the counter from after the next reset. ### Credit note number By default, credit notes share the same sequence as invoices. However, you can chose to assign credit notes to a separate number sequence. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-CNBTQ03Q.png) - **Credit note sequence prefix**: By default the prefix "CN" is assigned, but you can opt for a custom prefix. If you change the prefix, it will be applied from the next credit note on. > [!NOTE] > **Note** > > Digits count and dynamic placeholders within the credit note number sequence are the same as for the invoice number sequence. - **Next credit note number**: Your next credit note will be issued with this number. It will automatically increase by one with each credit note issued. > [!NOTE] > **Note** > > Reset for credit note numbers happens simultaneously with the reset of the invoice numbers. - **Next credit note number after reset**: Choose what number to restart the counter from after the next reset. --- ### SEPA chargeback handling If you have activated SEPA direct debit (via PPRO or EBICS) as a payment method available for your customers, you can define here how SEPA chargebacks should be handled. > [!TIP] > 📄 You can find a more detailed article about SEPA chargebacks here: [Handle SEPA Direct Debit chargebacks](/frisbii/docs/sepa-direct-debit-chargebacks) ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-2S1UXGUU.png) --- ### Turn on PDF invoice creation In **PDF invoice and credit note settings** box, activating "**Turn on PDF-invoice creation**" will enable all invoices to be generated as PDF and archived. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-6YXI4VFY.png) > [!WARNING] > **Important** > > PDF documents will only be created for the following types of invoices and their respective credit notes: > > - `s`- subscription recurring (invoices created within the subscription billing cycle) > - `so`- subscription one-time (invoices created from a subscription outside of the billing cycle, usually triggered manually and settled automatically) > - `soi`- subscription one-time instant (invoices created from a subscription outside of the billing cycle, usually triggered manually and settled instantly) > - `co`- customer one-time (invoices created for a customer outside of the subscription billing cycle, see also [here](/frisbii/docs/create-an-invoice)) > > There are no PDF-documents for charge invoices. See [here](https://docs.frisbii.com/reference/charge) for more information on charges. ### Send Invoices and credit notes as e-mail attachments You can automatically send invoice and credit note PDFs to your customer as attachments to your e-mail templates. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-60RZLOX9.png) If turned on, invoices will be attached to the following e-mail templates: - Invoice card receipt - Invoice manual receipt - Invoice zero amount receipt Credit notes can be attached to the following e-mail templates: - Invoice card refund receipt - Invoice manual refund receipt --- ### Create zero amount invoices Activate so that customers receive an invoice even if the service they have bought is for free. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Frisbii-Admin-Invoice-Configuration-11-03-2025_09_53_AM(1).png) --- ### Include payment text By Enabling "Include Payment text", you can configure a specific text concerning that payment method on the invoice and include parameters associated with that payment method on the invoice by using the 'Add MergeTags' button next to it. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Frisbii-Admin-Invoice-Configuration-11-03-2025_05_48_PM.png) | Payment method | Attributes available via "Add Merge Tag" option | | --- | --- | | Card | - Due date - Masked card number - Payment method name | | Direct debit | - Due date - Mandate reference - Masked IBAN - Payment method name | | Paypal & Vipps | - Due date - Payment method name | | Payment link | - Due date - Payment method name | | Other payment method | - Due date - Payment method name | --- ### Include Timestamps The time markers are incorporated into the service periods on the PDFs. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-P8S32JUX.png) ### Include product descriptions The product descriptions are presented alongside their product name. ### ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Frisbii-Admin-Invoice-Configuration-11-14-2025_11_25_AM (1).png) --- ### Invoice/credit notes Prologues & Epilogues You can add up to **4,000 characters** of text. Use it to add important information to your invoice. For credit notes, the document title can be chosen and can either be "Credit note" or "Cancellation invoice". Additionally you can also add the follow tags in them ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Frisbii-Admin-Invoice-Configuration-12-03-2025_01_45_PM.png) ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Frisbii-Admin-Invoice-Configuration-12-03-2025_01_44_PM.png) List of **tags available** in the Invoice Prologue and Epilogue: | Category | Item | Tag | | --- | --- | --- | | customer | company_name | {{customer.company_name}} | | customer | first_name | {{customer.first_name}} | | customer | handle | {{customer.handle}} | | customer | last_name | {{customer.last_name}} | | invoice | accounting_number | {{invoice.accounting_number}} | | invoice | amount | {{invoice.amount}} | | invoice | currency | {{invoice.currency}} | | invoice | due_date | {{invoice.due_date}} | | invoice | handle | {{invoice.handle}} | | merchant | account_name | {{merchant.account_name}} | | merchant | address | {{merchant.address}} | | merchant | address2 | {{merchant.address2}} | | merchant | city | {{merchant.city}} | | merchant | country | {{merchant.country}} | | merchant | email | {{merchant.email}} | | merchant | phone | {{merchant.phone}} | | merchant | postal_code | {{merchant.postal_code}} | | merchant | vat_registration_number | {{merchant.vat_registration_number}} | | merchant | website | {{merchant.website}} | > [!NOTE] > 💡Additionally, the **Metadata** available on the **Customer** and **Subscription** records can also be included in the epilogue or prologue. For instance, if the key in the metadata is X, you can easily insert the following key **{{customer.metadata.X}}** or **{{subscription.metadata.X}}**. --- ### Reverse Charge The text describing that Reverse Charge needs to be paid for the invoice is printed on the PDF. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Frisbii-Admin-Invoice-Configuration-11-14-2025_11_25_AM(1).png) ### Footer You can edit the information that you want to display in the footer of each invoice page. The first columns are prefilled with your company information. Feel free to customize it as you see fit. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-T8WZWG85.png) #### Footer line length Each footer column can hold up to **8 lines** of text. - Up to 4 lines: no restriction. - 5 to 8 lines: allowed, but when saving, you'll see a compliance warning, since footers longer than 4 lines may not meet DIN5008 formatting requirements. The footer font automatically scales down so the extra lines still fit. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-QS13H2MD.png) - More than 8 lines: not allowed, since the footer text would become too small to read. #### Format content Format your content in the footer using underscores: - `__bold__` - 2 underscores - `_italic_` - 1 underscore - `___bold italic___` - 3 underscores #### Auto-fit footer column widths Enable **Auto-fit footer column widths** to have each footer column automatically resize to fit its longest line of text, instead of splitting the footer width equally between all columns. Empty columns are hidden, so the remaining columns share the full footer width. - Off by default. Existing footer configurations are not affected until you turn it on. - When enabled, if the combined width needed for all columns is too wide for the page, saving is blocked and the widest column is named in the error message so you know what to shorten. > [!NOTE] > **Note** > > Turning on Auto-fit footer column widths does not re-check translations of your footer that were saved earlier. If an existing translation is now too wide, its text will wrap rather than show an error. Re-save the translation after enabling the toggle to have it validated against the new width. --- ### Field configuration You can add additional information to your invoices and credit notes by enabling the individual field values you would like to see. You can choose one or multiple of the following additional fields: - **Customer handle**: the unique identifier for each customer - **Subscription handle**: the unique identifier for each subscription - **Account VAT ID**: your VAT ID that is configured in your [account settings](/frisbii/docs/account-settings) - **Invoice handle**: the unique identifier for each invoice and it's corresponding payments - **Debtor ID**: the unique identifier for each customer for accounting purposes - **Customer e-mail**: the customer's e-mail where they receive their invoice documents - **Cost center**: Cost center configured on the Subscription or the Invoice - **PO number**: PO Number configured on the Subscription or the invoice ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Frisbii-Admin-Invoice-Configuration-11-14-2025_11_24_AM.png) --- ## E-Invoicing (Factur-X/ZUGFeRD) Frisbii Billing supports e-invoicing via the hybrid format Factur-X 1.0.07 / ZUGFeRD 2.3 using the profile EN16931. > [!NOTE] > **Note** > > EN16931 is a European standard for electronic invoicing, ensuring a common semantic data model for the core elements of an electronic invoice. This standard facilitates interoperability and standardisation across Europe, enabling businesses to seamlessly send and receive e-invoices across different countries within the EU. By adhering to EN16931, companies can ensure that their e-invoices are compatible with various national systems, thereby simplifying cross-border transactions, improving efficiency, and reducing administrative burdens. In order to enable e-invoicing for your customers, go to **Configurations > Finance and accounting > Invoices and credit notes** and scroll down to the "E-invoicing settings" section. Turn on e-invoicing and click save at the top of the page. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-TPYUGZFB.png) After you have turned on e-invoicing and saved the settings, all PDFs (invoices and credit notes) will be created in the hybrid format Factur-X 1.0.07/ZUGFeRD 2.3. > [!TIP] > **Tip** > > Make sure your [company information](/frisbii/docs/account-settings) including your VAT-ID is up to date.