Prepare the details and defaults Brelio will use on your invoices. These settings are separate from your subscription to Brelio.
Before you start
You need access to your organization’s settings. Have its legal name, tax ID and registered address ready.
If you already invoice with another tool, check the series and next number you need before changing them.
1. Open invoice settings
Open Brelio, select your organization and go to Settings → Billing. The page title is Invoice Settings.
2. Complete your fiscal identity
Under Fiscal Identity, review Legal Name and Tax ID / CIF, then the fiscal address and billing contact details for your documents. Configure the public name and logo separately in Branding.
3. Review invoice numbering
Under Fiscal numbering, review the ordinary, corrective and simplified invoice series. The preview shows the next invoice number.
Choose a common format or customize one. Include one Year tag and one Number tag.
Respect the minimum allowed number if invoices already exist.
Changing a series, resetting or skipping numbers may require a reason. Review the change before confirming it.
4. Set your defaults
Under Payment and PDF, choose Due date and Default document. Add an Invoice PDF footer if needed.
Under Taxes, review the default VAT and currency. Use the values appropriate to your business; do not copy demonstration values.
If your exempt invoices need exemption text, enter the wording appropriate to them.
5. Save and check
Changing a value displays the save and discard actions. Save your changes and wait for Settings saved successfully. Reopen the page to check that the values were retained.
Before issuing your first invoice, review its draft and PDF: issuer, recipient, series, amounts and taxes. Saving these settings does not issue an invoice.
If you are moving from another tool
Under Historical data / Migration, Billing tracking starts on controls when pending billing work starts being tracked. Earlier sessions are treated as historical and excluded from that queue. Review this only if you need to adjust tracking for older records.
Troubleshooting
The save action is missing: it appears when there are unsaved changes.
The numbering is invalid: check tags, the minimum number and any requested reason.
You cannot open the page: check your organization and ask for access to its settings.