Set up your invoice settings

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:

1. Scroll to Numbering for proposals/invoices

2. 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:

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.