Set up your business details and branding

Your name, logo, colour, VAT number and banking details appear on every quote and invoice. Set them once, at the start. Allow about 10 minutes.

1. Your business details

1. Open Settings, then Business.
2. Fill in your business name, address, phone and email.
3. Add your VAT number if you are VAT registered.
4. Add your banking details, so clients know where to pay.

2. Your logo and colour

1. Choose a logo from the Media Library.
2. Pick your brand colour.
3. Save. Both appear on your dashboard, the sign-in page, PDFs and the links your clients open.

3. Defaults

Check the VAT rate and the payment terms under Defaults. New quotes and invoices start from them.

4. Your wording

You can rename things such as Tax Invoice, and switch fields on or off, for example the VAT column or the client VAT number.

5. Check a document

Create a quote and open the preview. Look at the logo, the details at the top, the banking details at the bottom and the wording.

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