Billing details
Billing details say who your invoices are addressed to and where payment reminders go. This page explains each field and when changes take effect.
Who can change them
Only organisation admins. The Billing details section is on the Billing page, so it's hidden from members along with the rest of billing.
Fill them in before your first invoice is issued: an invoice copies the details at the moment it's issued, and can't be changed afterwards.
Updating your billing details
- Open Billing from your organisation's admin menu.
- Find Billing details.
- Fill in the fields you need. All of them are optional.
- Select Save billing details. You'll see "Billing details saved."
The fields
| Field | What it's for | Shown on the invoice as |
|---|---|---|
| Legal name | The name of the person or company being billed, up to 255 characters. | The first line under Billed to. If it's empty, your organisation's name is used. |
| Billing email | Where invoices and payment reminders are sent, up to 255 characters. | The email under Billed to. If it's empty, the organisation owner's email is used. |
| Address | Your postal address, up to 1,000 characters. Line breaks are kept. | The address under Billed to. |
| Country | A two-letter country code, such as GB or US. |
The country under Billed to. |
| VAT number | Your VAT registration, up to 64 characters. | "VAT" followed by the number. |
The VAT number is "Recorded on your invoices. It is not verified." Folioso doesn't check it, and doesn't add VAT or any other tax to invoices.
When changes take effect
Changes apply to future invoices only. Invoices already issued keep the details they were issued with, because an invoice is a fixed record. See Invoices.
The billing email works the same way: an invoice and the reminders about it go to the email on that invoice, which is the billing email at the time it was issued, or the owner's email if none was set. If you change the billing email, reminders for invoices already issued still go to the old address.
Tip
If you don't set a billing email, invoices and reminders go to the organisation owner. Set one if someone else, such as a finance team, should receive them. To change the owner, see Admins and ownership.