Footer

The footer is a section at the bottom of the page visible on invoices or proposals created by your company. The footer is a critical part of the document as it contains your company's official information, such as the vat number, VAT number, bank connections, and contacts & addresses. This guide article will instruct you on how to set up the footer details in Severa.

Footer on invoices or proposals

The footer details of an invoice or proposal are retrieved in Severa either from the company's general settings or unit-specific settings. The visibility of the information is managed from the invoice template settings.

Setting up the footer without unit hierarchy

If your company has only one office or you use the same billing details (such as the same bank account number) for all billing, the information is centrally set in the company settings as follows:

1. Go to Settings > Company settings.
2. Check and fill in the following fields:
   • Vat number and VAT number: These usually appear in the first column of the footer.
   • Address details: The company's official visiting or postal address.
   • Bank connections (IBAN and SWIFT/BIC): These are essential for invoice payment.
3. Finally, Save the changes.

In this model, all created invoices and proposals automatically use these same details regardless of the template.

Setting up the footer when unit hierarchy is in use

If your company has several different units, subsidiaries, or offices with their own vat numbers or different bank accounts, unit-specific footer settings are used. Setting unit-specific information is done as follows:

1. Go to Settings > Business units.
2. Select the desired unit from the list.
3. Fill in the information in the Footer section.
   • Important: If the unit has its own bank account number or vat number, ensure they are entered correctly in the organization settings Company settings > Bank accounts .
4. Finally, Save the changes.

Why is nothing visible in the footer?

When unit hierarchy is in use, Severa retrieves the footer details according to which unit the invoiced project belongs to. If the unit has its own details set, they override the company's general settings. If the unit's details do not have a footer set, the system uses company-level information.

If the footer of the invoice or proposal is empty, your company likely has unit hierarchy in use, and the footer of the invoice/proposal's unit is empty or contains empty lines. Check the unit of the invoiced project or sales case and then ensure the footer details of that unit in the settings under Settings > Business units.

Even just spaces or empty lines in the unit's footer are interpreted as a defined footer. You can either complete the missing information in the unit's settings or clear them entirely, in which case the system automatically uses the company's general settings for the footer.

Determining footer visibility on invoice template

You can determine in your company's invoice templates settings (Billing > Invoice templates) whether the footer is shown on the invoice or not. Ensure that the checkbox Show footer on invoice is selected if you want to include the footer on the invoice.

Checklist for checking settings

• Vat number / VAT number: Remember to use the FI-prefixed VAT number without a hyphen in international business (e.g., FI12345678).
• Bank details: Ensure that the IBAN account number and bank's BIC code are correct so that payments are allocated correctly.
• Preview: Always test after changing settings by creating a test invoice or proposal to see that the information is set as desired.

Keywords: footer, invoice template, invoice templates, footer empty, unit hierarchy, company settings, unit settings, billing details, proposals, vat number, bank connections

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