Skip to main content
Settings → Invoice sender holds the “bill from” block printed on every invoice you issue – your business name, address, tax number and a contact line. Route: /{workspaceSlug}/settings/invoice-sender. For Northwind Studio that is /northwind/settings/invoice-sender.
This page documents the screen. For how the block reads on a finished invoice, see Invoice sender details.

​
Who can open it

The Invoice sender item sits under Content in the settings sidebar. It appears whenever the Invoices app is on, for everyone. At Northwind Studio, Maya Ellis and Tom Whitfield can edit it. Daniel Okafor, who runs the money surface as Finance, sees it but cannot change it.
Editing the sender is not an invoicing capability. It is a workspace settings capability, so a Finance user who can create and send invoices still cannot rewrite the block those invoices carry.

​
If the page will not open

Two different things can stand in the way, and they are not the same.

​
What is on the screen

One card, titled Bill from. There are no separate fields for name, street, city or tax number. It is a single formatted block you write yourself, so it fits any country’s invoice conventions. The helper line under the title reads: Bold your business name, then add your address, tax id and a contact line. Changes apply to invoices created from now on. When the block is empty, the editor shows the placeholder Your business name, address, tax id, email….

​
The formatting toolbar

Eight buttons run along the top of the editor. A button lights up when the cursor sits inside text of that kind.
There is no Save button, and that is deliberate. The block saves when you click away from the editor. A short Invoice sender updated. message confirms it. If nothing changed, no save is sent.

​
What to put in the block

TimeTracker does not require any particular line. Include whatever the people paying you, and your own tax authority, need to see. A common shape is:
  • Your trading or legal business name, in bold
  • Street address, city, postcode and country
  • Your tax or VAT registration number
  • A billing email address and a phone number
  • Your company registration number, where your country needs one

​
How to set it up

1

Open the screen

Go to Settings → Invoice sender. You need workspace.updateSettings.
2

Write your business name

Type it on the first line, select it, and click Bold.
3

Add the rest

Add your address, tax number and contact line on the lines below.
4

Click away

Click anywhere outside the editor. The block saves and you see Invoice sender updated.

​
How it appears on an invoice

The block is printed at the top of the invoice as the “bill from” side, opposite the client you are billing. It shows on the invoice screen in TimeTracker and in the downloaded PDF, with your formatting intact. If you never set a block, invoices fall back to your workspace name on its own.

​
Each invoice keeps its own copy

This is the rule to remember. When an invoice is created, it takes a copy of the sender block as it reads at that moment and keeps it. Editing this screen later never rewrites an invoice that already exists.
An invoice is a legal record of what you told a client. If moving office silently rewrote the address on an invoice you sent in March, the copy the client holds and the copy you hold would no longer match. Freezing the block at creation is what keeps those two the same.

​
If you need an issued invoice to show a new address

There is no way to refresh the sender on an issued invoice. Void it and create a replacement, which picks up the current block. See Void an invoice.

​
Example

Northwind Studio moves office in July.
1

Maya updates the block

She opens Settings → Invoice sender, replaces the street address, and clicks away. The block saves.
2

June's invoices are untouched

The Bluebird Coffee invoice sent in June still shows the old address, exactly as Ruth Castillo received it.
3

July's invoice carries the new one

Daniel Okafor creates the July invoice for Harbor Logistics. It shows the new address.

​
Read-only and loading states

  • While the workspace loads, the Bill from card shows a placeholder block.
  • Without workspace.updateSettings, the card shows the block as it will print, with no toolbar and no editing.
  • Without the capability and with no block set, the card reads No sender set.

​
Errors you may see

​
Common questions

No. There is one sender block for the workspace. Every invoice created takes its copy from that one block.
No. This block is text and formatting only.
That invoice was created before you edited the block, so it keeps its own frozen copy. Create a new invoice to see the change.
No. Finance can create, send and get paid for invoices, but editing the sender needs workspace.updateSettings, which only Owner and Admin hold.
Not here. This block is who the invoice is from. Terms and notes are set on the invoice itself – see Create an invoice.

Invoice sender details

How the bill from block reads on a finished invoice.

Invoicing overview

How an invoice moves from draft to paid.

Create an invoice

Turn approved billable work into an invoice.

Taxes and currency

Tax lines, currency and exchange rates on an invoice.

Invoice numbering

How invoice numbers are issued and kept gapless.

Apps

Switch the Invoices app on or off for the workspace.