Menu

Document Blocks

Setting up Document Blocks

Creating and Setting up Document Blocks

IMPORTANT: In our Free plan, only one invoice block can be created. However, in our Basic and Pro online invoicing plans, there are no restrictions on the number of invoice blocks, allowing you to customize them according to your needs.

To configure your document blocks, navigate to: Settings / Billing / Document Blocks (Beállítások/Számlázó/Bizonylattömbök).

You can create document blocks for the following types:

  • Invoice

  • Receipt

First, select the document type for the block you wish to create, then click Next. Fill in the Document Block details.

For Invoice Blocks

On the data sheet, you can specify the following for each block individually:

  • Invoice pad Name: The name of the block.

  • Invoice pad Prefix: You can define a prefix for your invoices (e.g., your initials or your company's short name). If you use multiple blocks, ensure the prefixes differ by at least two characters.

  • Invoice pad status

  • Invoice Number Format: The structure of the numbering.

  • Bank Account Number for the Block: You can assign a default bank account to the block, which will then appear on every invoice issued from this block.

  • Sender Email Address: You can set a specific sender email for each block. If someone replies to your notification, it will be sent to this address. (Note: Invoices are always sent from noreply@app.billingo.com; this setting defines the "Reply-to" address).

  • Sender Name: The name associated with the sender email address shown in the notification.

  • BCC (Blind Carbon Copy): Notifications will also be sent to this email address but will remain hidden from other recipients.

  • Custom Field 1 & 2: You can provide permanent comments here that will appear on all invoices issued from this block.

  • Highlight "No Financial Fulfillment Required": Choose between standard, highlighted, or a "Paid" stamp. Billingo will then automatically apply the "Paid" stamp to relevant invoices in the comment section. (Note: You must check the "No financial fulfillment required" box during invoice creation for the stamp to appear).

image-20260506-164256.png

Important: when issuing the document, you must check the box "No financial fulfillment required." The stamp will only appear if this is selected. 

  • Normal Invoice Notification: Select from your previously created custom invoice notifications.

  • Proforma Invoice Notification: Select from your custom notifications created specifically for proforma invoices.

Additional Options

  • Create invoice upon proforma payment: If you have bank synchronization enabled, the system automatically creates the final invoice from the proforma after transaction pairing.

  • Fulfillment date for invoices from proformas: The fulfillment date will be the day of payment.

  • Attach XML to electronic invoices.

  • Automatic "Paid" status: Invoices are automatically set to paid for immediate payment methods (Cash, Credit Card, PayPal, etc.).

  • Display tax free entitlement on the invoice 

  • Document Logo: Upload the logo you want to appear on your documents.

Finalize your changes by clicking the Save button.