Go to Settings ⚙️ > Billing to get started.
Company information
Enter the details that appear on your invoice PDFs:
Logo
Company name
Email, phone, and address
Legal form and business registration number
Tax ID (optional)
Invoice numbering
Hubflo automatically assigns a unique, sequential number to every invoice you issue, keeping your records compliant and traceable.
Important: Once saved, your invoice numbering format cannot be changed. Make sure it's correct before confirming.
To configure your numbering:
Scroll to Numbering for proposals/invoices
Set your invoice prefix and your next invoice number
You can use dynamic variables in your prefix to keep things organized:
{{year}}{{month}}{{day}}
Example: A prefix of I-{{year}}- with a next invoice number of 7 will produce invoices numbered I-2025-7, I-2025-8, and so on.
PDF layout and design
Scroll to Customize proposals / invoices to customize how your invoices look when downloaded or printed:
Setting | Options |
Layout style | Proposal layout or Estimate-focused layout |
Logo size | Small, Medium, or Large |
Font size | Small (11px), Normal (12px), Large (13px), Very large (14px) |
Font weight | Light, Normal, or Bold |
Line height | Small, Normal, or Large |
Main color | Your primary brand color |
Secondary color | Your accent color |
Footer text | Add disclaimers, legal notes, or any standard text |
Default messaging
Set up reusable text that pre-fills on every invoice:
Introduction message
Shown on the public invoice page and in the email your client receives.
PDF comment
Appears only in the downloadable PDF. Useful for payment instructions, disclaimers, or any notes you want on the document itself.
Payment defaults
Predefine your standard payment settings so they auto-fill on every new invoice:
VAT rate: set your default percentage
Payment deadline choose from: Upon receipt, After 14 days, After 30 days, After 45 days, or After 60 days
Accepted payment methods: Bank transfer, Bank card, Direct debit, Check, Cash, ACH, PayPal, or Other
Payment information: add your banking details, reference instructions, early payment terms, or late fee policies
Tip: You can override any of these on a per-invoice basis. Changes made to an individual invoice won't affect your defaults.