Overview
In Settings you enter all the data Meistify needs for invoices, quotes and daily operations. Most fields are filled in once and rarely need changing.
Company details and tax number should be completed before creating your first invoice. Without them, mandatory fields will be missing from your invoices.
1. Company details
Navigate to Settings in the sidebar.
Basic information
- Company name – Full name including legal form
- Legal form – GmbH, UG, GbR, sole trader, etc. (dropdown)
- Street, postal code, city – Business address
- Phone / Email – Contact details for invoices and quotes
Logo
- Click Upload logo
- Recommended format: PNG or SVG, at least 200×200px
- The logo appears on all invoices and quotes
Use a logo with a transparent background (PNG) for the best result on documents.
2. Tax information
- Tax number – Your tax office number
- VAT ID – VAT identification number (if applicable)
- VAT rate – Default 19% (adjustable for Austria/Switzerland)
Meistify applies the configured VAT rate automatically to all new invoices and quotes. You can also adjust the rate per document individually.
3. Payment terms
- Payment deadline – Default term in days (e.g. 14 days)
- Bank details – IBAN, BIC, bank name
- Payment note – Optional text on the invoice (e.g. "Please transfer the amount within 14 days")
Meistify offers presets for common payment terms:
- Due immediately
- 7 days net
- 14 days net
- 30 days net
Choose a preset and customise the payment note as needed. Bank details are displayed automatically on every invoice.
4. Invoice numbering (GoBD)
- Number format – e.g. "INV--" → INV-2026-001
- Starting number – Which number to start counting from
Invoice numbering is GoBD-compliant: sequential and without gaps. Once assigned, numbers cannot be changed or reused.
5. Quote numbering
- Number format – e.g. "QT--" → QT-2026-001
- Separate numbering from invoices
6. Invoice footer
Optionally you can add a footer for your invoices:
- Managing director / Owner
- Trade register entry
- Additional legal notices