Invoice settings

In Teamleader One, you have full control over how your invoices look and how they are numbered. Whether you want to match your numbering to your fiscal year or automatically include your terms and conditions: you can easily set it up via the Invoice settings.


In this article, we explain how to set the numbers of both your final invoices and your draft invoices and upload your terms and conditions.

 

 

 

Important reminder

Please note that it is your responsibility to ensure that your invoice numbers comply with the law. Although Teamleader One provides the tools to make changes, you remain responsible for a unique, chronological, and consecutive numbering. Manage your invoice settings carefully and if in doubt, always consult your accountant before making any changes.

 

 

Setting the invoice number

Under the Invoice number section, you determine how the numbers appear on your official invoices. You can configure two fields here:

  • Invoice prefix: This is the text or number that comes before the actual number, e.g. 2026- or invoice-.

  • Next invoice number: Here you specify the number with which the next invoice should start. Once you have set this starting number, Teamleader One will automatically increase that number by one for each subsequent invoice.

 

 

Setting the draft invoice number

Before an invoice is finalised, it is given the status 'Draft' in Teamleader One. To clearly distinguish these draft invoices from your finalised invoices, you can set a specific prefix (e.g. Concept-) under the Draft invoice number section. Once you finalise the draft invoice, Teamleader One will automatically assign the next number from the above Invoice number section.

 

 

Uploading general terms and conditions

In these settings, you can also upload your general terms and conditions as a PDF. Once you do this, the file will automatically be included when you send an invoice via email or the Peppol network, or when you send a quotation via email.

 

Tip: Want to know more about the different ways to share your terms and conditions or how to combine multiple languages? Then please read our articles on terms and conditions for invoices and quotations.

 

 

There, now your numbering and terms and conditions are set correctly and you can focus fully on your business.