Configuration · Article 3.1
Profile fundamentals: the six fields every invoice needs
Six fields turn a blank account into one Clozo can build legal invoices from — name, country, language, currency, tax regime, and address. Three are required to send anything at all.
Your profile is the single source of truth for everything Clozo prints with your name on it. The proposal PDF, every invoice, every receipt, every email — they all read from the fields on this one page. Get this right once and the rest of the platform configures itself around you. The settings page is grouped into four cards: Profile, Company & tax, Payments, and Preferences; this article covers Profile and the bare minimum from Company & tax.
Step by step
Open Settings.
Go to
/settingsfrom the sidebar or click your avatar → Settings. The Profile card is at the top.Enter your full legal name.
This is the name that appears on every document — make it the name your tax office knows you by, not a nickname or company brand. If you trade under a brand name, put it in
company_namelater (article 3.2).Pick your country.
ISO 3166-1 alpha-2 dropdown (DE, FR, NL, ES, AT, IT, PL and 21 more EU countries). Required. Country is permanent for a given proposal once issued — change it only if you've actually moved your tax residency.
Choose your default currency.
EUR, GBP, USD, or PLN. Every new proposal starts in this currency; you can override per proposal. The choice affects rounding, decimal separator (locale-dependent), and the Stripe currency you collect in.
Set your default language.
EN, DE, NL, FR, PL, or ES. Drives the language of email subjects, PDF section headers, and legal disclaimers when you (or Clozo on your behalf) generate a document. The client gets to override this on a per-proposal basis.
Click Save profile.
A green toast confirms. Open a proposal preview to see the changes reflected — the new defaults flow through immediately.
Why this works this way
Why so few required fields? Because Clozo is built to be usable in 15 minutes, and most freelancers don't have all the legal scaffolding (VAT number, structured address, Peppol ID) on day one. The system enforces a minimal core — full name + country + currency — that's enough to send a draft proposal and let the client view it. The moment you actually issue an invoice, more fields become legally required: a postal address (EU VAT Directive Art. 226 §5 requires the supplier's full name and address on every invoice), and a tax regime so Clozo knows whether to print a VAT line or a §19 UStG-style exemption notice instead.
The country field is more load-bearing than it looks. It controls (1) which VAT rate applies for domestic sales, (2) which tax regimes appear in the dropdown — German Kleinunternehmer (§19 UStG) only shows for DE, French auto-entrepreneur (293 B CGI) only for FR — (3) which e-invoice formats are offered (Factur-X for FR, FatturaPA for IT, KSeF for PL), and (4) the default language Clozo guesses for you. Change country later and Clozo offers to refresh the dependent dropdowns.
Troubleshooting
Keep reading
Configuration
Company details for invoices: what shows up on the PDF
The Company & tax card holds the trading identity that prints on every invoice — company name, full postal address, VAT number, and country-specific identifiers like SIRET (FR) or Peppol participant ID.
Configuration
Tax regime selection: small-business schemes across the EU
Pick the regime that matches your tax registration — Clozo formats every invoice with the correct legal disclaimer and switches off the VAT line where the law says it stays off.
Configuration
Default language and currency: setting the locale of every document
Two settings determine the language of your emails and PDFs and the currency of your line items — picked once, applied to every proposal unless you override per-document.
Configuration
Logo and branding: putting your mark on every PDF
Upload a logo once and it appears on every proposal, invoice, receipt, and signed agreement — no per-document configuration, no broken assets to chase.