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The bill from block is your company’s details as they appear on an invoice. Set it once at Settings → Invoice sender.

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What it is

A free-form block of text you format yourself. Most businesses put in:
  • The legal or trading name
  • The postal address
  • A tax id, VAT number or GST number
  • A contact email or phone number
  • A registration number, if you need one on invoices

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Where to set it

1

Open Settings → Invoice sender

It is under the Content group in the settings sidebar. The page is titled Invoice sender with the description “The ‘bill from’ block printed on every invoice you issue.”
2

Write the block

The card is titled Bill from. The editor’s guidance reads “Bold your business name, then add your address, tax id and a contact line. Changes apply to invoices created from now on.”
3

Click away to save

There is no save button. The block saves when you click out of the editor. You see “Invoice sender updated.”
The editor supports formatting – bold, lists and links – so you can make the business name stand out and keep the address on its own lines.

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The block is snapshotted per invoice

This is the important part. When an invoice is created, your current bill from block is copied onto that invoice and frozen there. An invoice is a record of what you told a client at a point in time. If a later edit could reach backwards, an invoice from two years ago would quietly show an address you did not have then – and it would stop matching the copy your client filed.

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Before and after

Northwind Studio moves office in June. March and May are untouched. Only invoices created after the change carry the new address.
Editing a draft does not refresh the block either. It was captured when the invoice was created. If you need a draft to carry new details, void it and create a new one.

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Where the block appears

If no sender block is set, the From column falls back to your workspace name.

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Example

Maya Ellis sets up Northwind Studio’s block:
Northwind Studio Ltd 14 Wharf Road Bristol BS1 4RN United Kingdom VAT GB123456789 [email protected]
Every invoice Daniel raises from then on prints that block in the From column, above Bill to: Bluebird Coffee.

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What is not in this block

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Permissions

Someone without the capability sees the block read-only, or “No sender set.” if it is empty. The Invoice sender page only appears when the Invoices app is on. See /concepts/apps-and-modules.

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What happens next

  1. New invoices carry the block from the moment you save it.
  2. Existing invoices keep the block they were created with.
  3. The block appears in the PDF the client downloads and in the copy attached to the send email.

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Common questions

No. There is one block per workspace. If you trade under two names, use two workspaces.
Not in place. Correct the block in settings, then void the invoice and raise a new one if the error matters – see /invoicing/void-an-invoice.
In this block. It is the free-text area printed on every invoice, so bank details belong here alongside your address and tax id.
The sender block is text you format. It is not an image field.
The editor saves when you click away, and a Save button would promise a step that does not exist. Watch for the “Invoice sender updated.” confirmation.
Your workspace name.

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Troubleshooting

Create an invoice

Where the block is captured.

Download an invoice PDF

The block in the printed document.

Rate snapshots

The same freeze rule for rates.

Send an invoice

Check the From block before sending.

Void an invoice

Correcting an issued invoice.

Apps and modules

Why the page can be missing.