# Chargebee Site Configuration > **Source**: [Chargebee](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration) > >

Set up your Chargebee site with ease: set up currencies, billing, taxes, branding, and emails to launch faster.

## Browse Collection 1. [Configure Organisation Address & Time Zone](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/NNTipOcOUDw-configure-organisation-address-time-zone.md) (Video) 2. [Configure Currencies for Billing](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/nCECzwahjrA-configure-currencies-for-billing.md) (Video) 3. [Configure Billing Frequencies for Subscriptions](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/o1GAPxiwynw-configure-billing-frequencies-for-subscriptions.md) (Video) 4. [Configure Brand Styles](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/Cm6nAo9iXRs-configure-brand-styles.md) (Video) 5. [Configure Invoices and Credit Notes](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes.md) (Video) 6. [Configure Language Settings](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/K4L4vRdHsJk-configure-language-settings.md) (Video) 7. [Configure Dunning Rules & Email Notifications](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/lPor8fQP0Ng-configure-dunning-rules-email-notifications.md) (Video) 8. [Customize Your Master Email Template](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/fR2Zadv3eXA-customize-your-master-email-template.md) (Video) 9. [Exploring Time Machine for Scenario Testing ](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/L2M0fAEfIBY-exploring-time-machine-for-scenario-testing.md) (Video) 10. [How to Create Custom Fields in Chargebee?](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/uYCz1jAUDy8-how-to-create-custom-fields-in-chargebee.md) (Video) 11. [Transfer Configurations between Sites](https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/XBlDiyhNtvI-transfer-configurations-between-sites.md) (Video) --- # VIDEO: Configure Invoices and Credit Notes ## METADATA - id: XIEnRlswiZzogVesJfK9Kg - type: video - source: Chargebee - content_url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes - collection_url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=0 text: In this video, let's see how to configure invoice and credit note settings in Chargebee. - time: 00:05 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=5 text: In order to customise Invoice, - time: 00:07 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=7 text: Click on "Settings" and "Configure Chargebee". - time: 00:12 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=12 text: Navigate to "Invoices, credit notes, and quotes tab." - time: 00:13 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=13 text: Now to change the address displayed on your Invoice, - time: 00:18 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=18 text: click "Change format". - time: 00:21 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=21 text: Modify the address as per your requirement and click on Apply. - time: 00:26 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=26 text: To edit the common fields present in both Invoices and Credit Notes, switch the toggles ON and OFF. - time: 00:33 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=33 text: This will add or remove the fields, respectively. - time: 00:37 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=37 text: Click on "Apply Changes" to save the changes. - time: 00:41 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=41 text: To view the changes, you can click on Preview Invoice. You can preview a test invoice. Now to make changes - time: 00:48 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=48 text: specific to invoices, - time: 00:49 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=49 text: specific to invoices, - time: 00:52 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=52 text: To change the Invoice Numbering, choose the "Manage" option present across the Invoice Numbering section. - time: 00:59 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=59 text: Here, you can modify the invoice numbering by adding a static or dynamic prefix such as month and year, - time: 01:05 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=65 text: and also edit the next invoice number. - time: 01:08 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=68 text: There are also options for incrementing the invoice number and resetting it periodically. - time: 01:13 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=73 text: You can choose the reset frequency and month and preview the upcoming invoice number here. - time: 01:19 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=79 text: Click save to save the changes made. - time: 01:23 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=83 text: Click "Apply changes" in the top right corner to save the invoice settings. - time: 01:28 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=88 text: To add a common Invoice Note, navigate to the Invoices Tab and click "Manage" next to Invoice Notes to - time: 01:34 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=94 text: edit the notes. - time: 01:36 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=96 text: Add your desired Note and click Apply to add your invoice note. Click "Apply changes" to save your - time: 01:42 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=102 text: modifications. - time: 01:45 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=105 text: Click on "Preview Invoice" to see the invoice note. - time: 01:49 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=109 text: Similarly, - time: 01:50 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=110 text: you can make changes in the Credit Notes by navigating to Credit Notes section and choose Manage to modify the Credit - time: 01:56 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=116 text: Note Numbering and click Save to make changes. - time: 01:59 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=119 text: You can edit the Credit Notes Specific fields by enabling or disabling the toggle. - time: 02:04 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=124 text: In the Notes Section, you can add a common note to be visible on all credit Notes. - time: 02:10 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=130 text: Finally, click on "Apply changes" to save your modifications. - time: 02:15 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=135 text: In the General Settings tab, click on "Preview credit note" to view the changes. - time: 02:20 url: https://learn.chargebee.com/bfH5Tg7fcZo-chargebee-site-configuration/M1C4Ru2jiYo-configure-invoices-and-credit-notes?start_time=140 text: Thank you for watching. ## SUMMARY # Configuring Invoice and Credit Note Settings in Chargebee In this guide, we will walk you through the steps to customize invoice and credit note settings in ChargeBee. ## Step 1: Customize Invoice Settings 1. Click on **Settings** and configure ChargeBee. 2. Navigate to **Invoices, Credit Notes, and Quotes**. 3. To change the address displayed on the invoice: 4. Edit common fields present in both invoices and credit notes by switching the toggles on or off. This will add or remove the fields respectively. Click on **Apply Changes** to save the changes. 5. To view the changes, click on **Preview Invoice** to preview a test invoice. ## Step 2: Modify Invoice Specific Settings 1. Click on the **Invoices** tab. 2. To change the invoice numbering: 3. Click **Apply Changes** in the top right corner to save the invoice settings. 4. To add a common invoice note: ## Step 3: Customize Credit Note Settings 1. Navigate to the **Credit Notes** section. 2. Choose **Manage** to modify the credit note numbering and click **Save** to make changes. 3. Edit the credit note specific fields by enabling or disabling the toggle. 4. In the **Notes** section, add a common note to be visible on all credit notes. 5. Finally, click on **Apply Changes** to save your modifications. 6. In the **General Settings** tab, click on **Preview Credit Note** to view the changes. Thank you for watching.