Billing details, VAT mode and defaults
What every document says about you, whether it carries VAT, and the values a new document starts with.
Step by step
- Open “Settings”. “Billing details” holds your name, address, company ID, VAT ID and contact e-mail.
- Choose the VAT mode: “VAT payer” (documents carry VAT, the taxable supply date and your VAT ID), “Not a VAT payer” (no VAT, a document can be cancelled and the cancellation undone) or “Identified person” (no VAT at home, your VAT ID on documents to foreign customers). A payer or an identified person needs a VAT ID.
- Choose “Save”.
- In “Defaults”, set the due days, the language of documents, whether prices are entered including VAT, fixed exchange rates and the footer. A new document starts with them. With “Only the daily published rate” on, documents take the ČNB rate (the ECB rate for a euro account) of their taxable supply date, and the fixed rates are kept but not applied.
- In “Bank and matching”, add the bank account your customers pay to, with a Czech account number or an IBAN. A Czech number that fails its check digit is saved with a warning; an invalid IBAN is refused.
- In “Appearance”, upload a logo (PNG, JPG or GIF) and pick the look of your documents.
Good to know
An issued document keeps the billing details it was issued with. Changing them later affects only new documents.
Below the VAT mode, the card “Where your data is stored” names where the account’s data and its backups are stored. A VAT payer keeping documents outside the Czech Republic tells its tax office in advance (section 35(4) of the Czech VAT act).
Related articles
- Number seriesA number is given when a document is issued, from the series of its type, with no gaps. Drafts have no number.
- Create an accountOne account holds one set of billing details: one company, one company ID. The registry fills in the rest.
- Issue an invoiceFrom an empty form to an issued invoice with its number, PDF and ISDOC.