Overview Before you start creating invoices, you need to set up a few basic settings in your Jimdo dashboard. This ensures your invoices are complete and professionally structured.
Step 1: Access the invoicing feature
- Log in to your Jimdo account
- Open your dashboard
- Go to Payments
- Select Invoices
Step 2: Add your business information
Go to Payments > Settings > Invoices > Business Profile and add:
- Business Name
- Address
- Email address
- Optional: phone number and tax information
You can also enable Bank Transfer and add your bank details. These will be shown on your invoices so customers can pay you via bank transfer.
The Business Name should reflect how your business is officially registered or how you present yourself on invoices.
For example:
- If you are a registered business (e.g. e.K. or Ltd.), use your official company name (e.g. Erika Eriksen e.K., Smith Consulting Ltd.)
- If you are a freelancer or small business, you can use your personal name or business name (e.g. Jane Smith, Max Mustermann, Creative Studio Berlin)
Make sure the name matches the information you use for legal and tax purposes.
Step 3: Configure invoice numbering
You can define how your invoice numbers are generated. These settings can be found under Payments > Settings > Invoices > Invoices.
- Set a prefix (e.g. INV or RE)
- Choose the starting number
Invoice numbers will then be created automatically in sequence.
Example:
INV-0001, RE-26-00010, RE-2026-0001
Step 4: Set default payment terms
Define when your invoices are due.
- Choose a default payment term (e.g. 7, 14, 30, or 60 days)
- Optionally set a custom value
- Add a default payment terms text
You can use the payment terms text field to include additional legal or payment information. For example, if your business is not registered for VAT or a similar tax scheme, you can add a note about your tax exemption here.
This information is automatically added to new invoices.
Step 5: Set up tax rates
Go to Payments > Settings > Invoices > Taxe Rates to configure your tax rates.
- Create one or more tax rates (e.g. “VAT 19%”)
- Set a default tax rate
You can also create a 0% tax rate for cases where no tax is applicable. - Select the appropriate tax when creating invoices
Important: You are responsible for applying the correct tax rates.
Step 6: Customize your invoice design
You can adapt invoices to your brand.
- Upload your logo (PNG, JPG, or SVG)
- Choose a primary color
These elements will appear on your invoice documents.
Step 7: Create your first invoice
Once your setup is complete:
- Click Create invoice
- Select or create a customer
- Add products or services
- Enter quantity, price, and tax
You can always see a live preview of your invoice on the right side while creating it.
You have the option to add a payment link to your invoice to allow your customer to pay by link via the payment method they want. Don' worry, Bank transfer is still an option.
Invoices paid by payment link are autoamtically marked as Paid.
To finish, click the blue Complete button at the top of the page and choose one of the following options:
- Save as Draft
- Issue invoice
- Issue and send
Once an invoice is issued, it is locked and cannot be edited anymore.
Step 8: Send your invoice
Invoices can be sent either automatically or manually:
- Issue and send: The invoice is automatically sent to your customer via email. You can add a personalized subject line and email body text.
- Manual sending: Download the invoice as a PDF and share them with your customers through any channels you choose.
Tips
- Double-check your business and tax details before sending invoices
- Use draft mode to review invoices before finalizing
- Set up defaults to save time when creating future invoices
FAQ
Can I change my business information later
Yes. You can update your business details at any time in your settings. Changes will apply to new invoices.
Will my bank details automatically appear on invoices
Yes. If you enable Bank Transfer and add your bank details, they will be displayed on your invoices.
What happens if I make a mistake before issuing an invoice
You can edit the invoice as long as it is saved as a Draft.
Can I preview my invoice before sending it
Yes. You can see a live preview on the right side while creating the invoice.
What is the difference between “Issue invoice” and “Issue and send”
Issue invoice: The invoice is created and saved but not sent
Issue and send: The invoice is created and automatically sent to your customer
Can I reuse invoice data
Yes. You can reuse customer information and default settings to speed up invoice creation.
Where can I find my saved invoices
You can find all your invoices in the Invoices section in your dashboard.
What happens after I issue an invoice
Once issued, the invoice is locked and cannot be edited anymore. You can download it now or you can use the Send Invoice function to email it to your customer.
Can I download my invoices
Yes. You can download your invoices as a PDF (with XML file included) and share them with your customers through any channels you choose.
Do customers automatically receive my bank details
Only if you have added your bank details in your settings. Otherwise, they will not appear on the invoice.
Legal notice:
Jimdo Invoices is designed for creating invoices and is not a full accounting system.
You are responsible for ensuring that your invoicing and record-keeping comply with applicable tax laws and requirements, including GoBD and relevant regulations (e.g., UStG/BAO).
This article is for general informational purposes only and does not constitute tax or legal advice. If you have questions about your specific invoicing obligations, please consult your tax advisor.
Available to businesses only (§ 14 BGB; § 1 UGB). By using the invoicing and payment link features, you confirm that you are acting in your commercial or independent professional capacity.
Jimdo Invoices and payment links are only available on Premium plans.
A Stripe account is required for online payments. Stripe transaction fees apply.