Getting started with Quaderno
It just takes a few steps to get started with your Quaderno account. If you’ve already created your account, then you are ready to start creating tax-compliant invoices for your customers around the world.
In this article:
To make sure you’re all set, follow the steps below to review your account settings.
1. Add your company information in Settings > Business data. This information will appear on all of your invoices, credit notes, and receipts.
2. Configure your options in Settings > Preferences
Default tax class: Select your default tax class based on the products you sell.
- eService – This tax class applies to all digital goods (excluding eBooks).
- eBook – Only electronic publications with ISBNs are considered eBooks.
- SaaS – Some US states consider SaaS applications as a special kind of eService.
- Reduced – Products with reduced tax rates.
- Standard – All other products or services.
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.
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.
Autosend automatic invoices: 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.
Attach invoices 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.
Reset invoice number at the beginning of the year: Check this option if you’d like your invoice sequence to restart each year.
Send due invoice reminder: 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.
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.
Legal notes: You can add any legal notes you'd like to appear on all your documents (for example, tax exemptions)
Contacts - 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.
Contacts - Default language: Automatic invoices will use the official language of your customer's country. Your default language is used in the cases described here.
In Settings > Tax IDs add your tax IDs. Depending on your business structure, this could be a VAT number or other tax identification number that you’d like to appear on your invoices. If you have multiple tax IDs, add them here. Then the applicable tax ID would appear on your invoices based on the transaction.
In Settings > Tax rates you’ll find all the tax rates you’re applying on your invoices. Your account will be automatically configured with tax rates based on your business’s location. If you are registered in other countries or states, you can add them to your tax rates to start collecting tax there. Read more on configuring your tax settings here.
In Settings > Integrations, you’ll find all of the integrations you’ve currently connected to Quaderno. Each time you make a sale on a connected platform or payment processor, Quaderno will automatically generate the invoice.
Keep in mind, these integrations will generate real invoices in your live Quaderno account. If you’d like to test your integration, we recommend using a sandbox account.
Once you’ve got your account all set up, you’re ready to take the next steps to put Quaderno into action: