Invoice & estimate settings

Steps

1. Set numbering, payment terms and default notes.
2. Configure taxes and currency.
3. Apply your branding to documents.
4. Set sensible defaults so new documents need less editing.

Tips

• Good defaults make every invoice faster to create and more professional.

Related guides

• Invoices Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.
• Estimates (quotes) Build and send price quotes that customers can review and approve, then convert them into invoices.
• Branding & company info Set your company name, logo, theme and contact details so documents, the portal and messages all look like you.