Overview

Invoicing setting impact a specific entity and all customers invoices linked to it.

Add information about your entity

You can modify some of the elements that are included in the PDF invoice, such as information about the entity, its logo and footer.

To update your entity’s information and logo:

Click “Settings” in the side menu;
In the Billing entity > General information section, click “Edit” in the “Information” block;
Choose a file to update the logo and fill out the form to update your entity’s information; and
Click “Save edits” to confirm.

For the logo, you can upload a JPG or PNG file with a maximum size of 800 KB.

Add a custom invoice section

A custom invoice section is an additional section displayed above the custom footer on an invoice. It allows you to set a title and include specific details (e.g. bank details). Custom invoice sections can be applied at the organization level, impacting all customer invoices, or set per customer for greater granularity.

To create an invoice custom section:

Click “Settings” in the side menu;
Open the “Invoice section” tab;
Click on “Add” in the “Invoice custom section block;
Provide the necessary details, including the title and content.
Click Preview to see how the section will appear on an invoice.
Toggle the switch to apply the custom section to all customer invoices within the organization.

You can display multiple custom invoice sections on invoices. Note that they will be sorted alphabetically by the custom section name.

You can override the entity-level setting for specific customers by either assigning a different invoice custom section or deactivating the option for that customer. To do so:

Click on a specific customer;
Navigate to the Settings tab;
Click on Edit in the Invoice custom section;
Add a specific custom invoice section for the customer; or
Choose to deactivate the invoice custom section for this customer.

Click on a specific customer;
Navigate to the Settings tab;
Click on Edit in the Invoice custom section;
Add a specific custom invoice section for the customer; or
Choose to deactivate the invoice custom section for this customer.

LAGO_URL="https://api.getlago.com"
API_KEY="__YOUR_API_KEY__"

curl --location --request POST "$LAGO_URL/api/v1/customers" \
  --header "Authorization: Bearer $API_KEY" \
  --header 'Content-Type: application/json' \
  --data-raw '{
    "customer": {
          …
      "skip_invoice_custom_sections": false, // If true, no invoice custom sections will be applied to the customer
      "invoice_custom_section_codes": ["eu_bank_details"] // Leave an empty array to use the organization-level settings
      …
    }
  }'

Once the settings are updated, all newly finalized invoices for the organization or specific customer will reflect the changes.

A custom footer is a universal footer applied to all invoices and credit notes across all customers. It is typically used to display your company’s legal information or other standard details. If you need granularity per customer, please refer to the custom invoice section above.

To update the footer of the invoice:

Click Settings in the side menu;
Open the Billing entity > Invoicing settings tab;
Click on Edit in the Invoice default footer block;
Enter your text (maximum 600 characters); and
Click Save information to confirm.

Adding a custom footer via the user interface

To update the footer of the invoice:

Click Settings in the side menu;
Open the Billing entity > Invoicing settings tab;
Click on Edit in the Invoice default footer block;
Enter your text (maximum 600 characters); and
Click Save information to confirm.

Adding a custom footer via the user interface

You can update the customer footer of invoices by changing the invoice_footer in the billing_configuration object of your organization endpoint.

LAGO_URL="https://api.getlago.com"
API_KEY="__YOUR_API_KEY__"

curl --location --request PUT "$LAGO_URL/api/v1/billing_entities/{code}" \
  --header "Authorization: Bearer $API_KEY" \
  --header 'Content-Type: application/json' \
  --data-raw '{
    "billing_entity": {
      …
      "invoice_footer": "footer custom"
    }
  }'

Translate invoices

To set the default language for documents:

Click “Settings” in the side menu;
Open the Billing entity > Invoicing settings tab;
Select “Edit” in the “Document language” block;
Select your preferred language from the list; and
Click “Edit language” to confirm.

The entity’s default language can be overwritten by the customer’s preferred language (learn more).

To set the default language for documents:

Click “Settings” in the side menu;
Open the Billing entity > Invoicing settings tab;
Select “Edit” in the “Document language” block;
Select your preferred language from the list; and
Click “Edit language” to confirm.

The entity’s default language can be overwritten by the customer’s preferred language (learn more).

You can update the customer footer of invoices by changing the document_locale in the billing_configuration object of your organization endpoint.

LAGO_URL="https://api.getlago.com"
API_KEY="__YOUR_API_KEY__"

curl --location --request PUT "$LAGO_URL/api/v1/billing_entities/{code}" \
  --header "Authorization: Bearer $API_KEY" \
  --header 'Content-Type: application/json' \
  --data-raw '{
    "organization": {
      …
      "document_locale": "fr"
    }
  }'

Please refer to the API documentation to see the list of supported languages.

Introduction

Guides

Migration

Add information about your entity

Add a custom invoice section

Add a custom footer

Translate invoices

Introduction

Guides

Migration

​Add information about your entity

​Add a custom invoice section

​Add a custom footer

​Translate invoices

Add information about your entity

Add a custom invoice section

Add a custom footer

Translate invoices