Manage your account

Step 1

Find your settings

Everything about your account lives in Settings, split into eight tabs.

1. 1Select Settings in the sidebar.
2. 2Choose a tab: Business, Invoices, Templates, Tax, Reminders, Notifications, Billing & Plans or Profile.
3. 3Make your changes, then select Save at the bottom of the tab.

The bar at the bottom shows Unsaved changes until you save. Discard undoes everything since your last save.

Step 2

Add your business identity

Your name, logo and contact email appear on every invoice, estimate, proposal and contract.

1. 1Open the Business tab.
2. 2Under Company logo, drop or browse for a PNG, JPG or WebP file up to 5 MB.
3. 3Enter your company name, website and business email, choose your industry, then select Save business defaults.

Leave Business email blank to use your login email on documents.

Step 3

Add your contact and legal details

Your address, phone and VAT ID fill the From block of your documents and are used for compliant e-invoices.

1. 1On the Business tab, scroll to Contact & legal details.
2. 2Enter your business address, postal code and country.
3. 3Add your phone and fax numbers and your VAT ID, then save.

For EU countries, a note under the VAT ID shows which e-invoice formats apply, such as Factur-X or XRechnung for Germany.

Step 4

Set your document defaults

Choose the currency, notes and terms every new invoice and estimate starts with. Each draft stays editable.

1. 1On the Business tab, scroll to Document defaults.
2. 2Choose your primary currency.
3. 3Write your default notes and default terms & conditions, then save.

Changes apply to new documents only. Documents you've already created stay as they are.

Step 5

Save your signature

Save one authorized signature and use it on invoices, estimates and contracts.

1. 1On the Business tab, scroll to Authorized signature.
2. 2Sign in the box, or select the image button to upload a PNG.
3. 3Select Save business defaults.

Use the undo and delete buttons under the box to fix a signature before saving.

Step 6

Set your tax, numbering and due dates

The Invoices tab sets the taxes available in the builder, how invoices are numbered and when they're due.

1. 1Open the Invoices tab and select Add tax. Enter a name and rate, and choose Added on top or Included.
2. 2Choose a default due date and an invoice number prefix.
3. 3Under Email defaults, set the subject and message used when you send an invoice, then save.

Use Load preset to fill in the common tax rates for your country.

Step 7

Choose your template, colors and font

Pick the layout, brand colors and type every new invoice starts with.

1. 1Open the Templates tab and choose Modern, Classic or Minimal.
2. 2Select a quick preset or enter your own Primary, Secondary, Accent, Text and Background colors.
3. 3Choose a font: Helvetica, Inter, Lora or Times, then save.

Step 8

Track your taxes

Turn on tax tracking to get reports and reminders before filing deadlines.

1. 1Open the Tax tab and turn on Enable tax tracking.
2. 2Set your country, state or province, and city under Tax jurisdiction.
3. 3Choose a filing rhythm, then set up automatic reports and deadline reminders.

Invoice tax rates are set on the Invoices tab. The Tax tab is for reporting and deadlines.

Step 9

Send automatic payment reminders

Let InvoiceBirds follow up on unpaid invoices for you, calmly and on time.

1. 1Open the Reminders tab and turn on Automatic payment reminders.
2. 2Under Reminder timeline, turn each message on or off and set how many days before or after the due date it goes out.
3. 3Choose whether to include a payment link and send yourself a copy, then save.

Reminders stop as soon as an invoice is paid, and you can pause them on any single invoice. The queue is checked once a day at 8:00 AM UTC.

Step 10

Choose your notifications

Decide which events deserve your attention: payments, client responses, account alerts and more.

1. 1Open the Notifications tab.
2. 2Turn individual notifications on or off, such as Invoice Paid or Contract Signed.
3. 3Use Enable all or Pause all to change everything at once, then save.

Step 11

Change your plan or payment method

See your current plan, update how you pay, and switch between plans.

1. 1Open the Billing & Plans tab.
2. 2Under Payment method, add or update your card through Stripe.
3. 3Under Available plans, choose Monthly or Yearly and select a plan to switch.

Yearly billing costs less. Receipts and invoices for your subscription appear under Billing history.

Step 12

Update your profile and password

Keep your personal details and sign-in secure.

1. 1Open the Profile tab and update your full name and phone number.
2. 2Under Change password, enter your current password and a new one of at least 8 characters, then select Update password.
3. 3Turn on Two-factor authentication for an extra verification step when you sign in.

To close your account, use Delete account under Danger zone. This permanently removes your account and its data, so download anything you need first.

Step 13

Switch between English and French

Use InvoiceBirds in English or French. The whole app switches, from the menu to every screen.

1. 1Open the account menu with your business name at the bottom of the sidebar.
2. 2Select Language.
3. 3Choose English or Français. The app updates straight away.