On the preferences page, you can configure your account and document preferences. In this article, you’ll find an explanation of each option so you can decide how you’d like to set up your account.
TaxesDefault tax classDefault product typeContactsDefault countryDefault languageDocumentsNext document numberReceipt thresholdDefault currencyDefault payment detailsLegal notesReset invoice number at the beginning of the yearShow date range in recurringUse saved product descriptions as invoice line itemsBillingAutosend all automatic receipts and credit notesAttach all receipts and credit notes as PDF in your emailsSend due invoice reminders automaticallyPrevent customers from editing their billing optionProtect billing area with passwordCheckoutTerms URLPrivacy URLCustom Code
Taxes
This section let you configure your default tax settings.
Default tax class
Select your default tax code based on the products you sell:
e-Service– for digital goods or services (excluding e-books).
e-Book– for electronic books.
SaaS– for Software as a Service (a.k.a. on-demand software).
Consulting– designed for those users who sell consulting or professional services and need to collect sales tax in their local jurisdiction and no taxes abroad.
Standard rate– for any goods or services not included in the categories above with standard tax rates.
Reduced rate– for any goods or services not included in the categories above with reduced tax rates.
Tax-exempt– for any tax-exempted goods or services.
Default product type
Select your default product type based on the products you sell most:
Services
Goods
If you are selling both product types, please review that your active integrations do send the product type to Quaderno. The default product type will be used when we do not receive that information on a transaction basis.
Contacts
This section let you configure all things related to your Contacts management that will show up when creting new invoices, credit notes and other documents.
Default country
Quaderno attempts to pull your customer’s country from the transaction information, but if no country is received, then your default country will apply.
Default language
Automatic invoices will use the official language of your customer’s country. Your default language is used in the cases described here.
Documents
This section let you configure all things related to invoices, credit notes, estimates, expenses and recurring documents.
Next document number
You can add an optional prefix to your documents or change the next document number here. This applies to all documents: receipts, invoices, credit notes and estimates.
To learn about a few limitations and tricks like using
{YYYY} as prefix to include the current fiscal year, read more on Customizing document numbers.Receipt threshold
If you’d like to send receipts (simplified invoices), set the limit here. Quaderno will then generate receipts for all applicable transactions under this amount.
This feature is available for EU businesses only, read more about it on Issuing receipts or simplified invoices.
Default currency
If Quaderno receives a transaction without a specified currency, we’ll apply your default currency to the transaction.
Default payment details
If you’re sending manual invoices, you may want to include your IBAN or any other payment information. Add this information here and it will appear on all of your invoices.
Legal notes
You can add any legal notes you’d like to appear on all your documents (for example, tax exemptions).
Read Applying reverse-charge on invoices to learn how Quaderno can automatically add the legally required text for reverse-charge on the legal notes field when it applies.
Reset invoice number at the beginning of the year
Check this option if you’d like your invoice sequence to restart each year.
Show date range in recurring
Check this option if you’d like the dates of the billing period to be displayed on a recurring invoice.
Use saved product descriptions as invoice line items
Check this option if you’d like the saved product descriptions in the Products section to be displayed on your invoices.
Billing
This section let you configure all things related to Billing.
Autosend all automatic receipts and credit notes
Check this option if you’d like Quaderno to automatically send all of your invoices, credit notes, and receipts generated from your integrations directly to your customer’s email.
Read Sending invoices to customers to learn more options for sending invoices. You may and also want to check Customizing the emails sent to your customers.
Attach all receipts and credit notes as PDF in your emails
Your customers can always view their invoices directly from the permalink in the invoice email. Check this option if you’d like to send an additional PDF copy of your invoices.
Send due invoice reminders automatically
Check this option if you’d like to send due reminders for invoices with due dates. The due invoice reminder will be sent 3 days after the invoice due date.
Prevent customers from editing their billing option
Check this option if you’d like to prevent customers from editing their billing information directly on the invoice link they receive. You’ll still be able to edit their billing information in your account.
Protect billing area with password
Enable this option if you'd like any visitor to your billing area to verify their identity by entering a one-time password, which we’ll send to the customer’s email.
Checkout
This section let you configure all things related to 
Quaderno Checkout, our simple solution to sell digital products and subscriptions on any webpage or social network.
Terms URL
If you'd like your customers to agree to your terms & conditions and privacy policy before proceeding with the checkout, you can add those here.
Privacy URL
See Terms URL just above.
Custom Code
This feature is only available with the Startup plan or higher.
Quaderno Checkout allows you to add custom code from other services to measure conversions, calculate affiliate commission, or keep track of analytics.
Just copy the code from the third-party service and add it in this field.