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Update branding and business settings

Make invoices, estimates, and contracts look like your business.

4 min

How it works

Branding and business settings control the business identity shown on documents, emails, and client-facing pages.

Steps

1
Open Settings from the sidebar.
2
Use Business to update business name, owner name, address, phone, email, and timezone.
3
Use Branding to upload a logo and choose a brand color.
4
Use Invoice settings to set defaults like prefixes, due dates, tax rate, notes, and manual payment instructions.
5
Create or preview a document to confirm everything looks right.

Good to know

Business details appear on client-facing documents.
Invoice prefixes affect new invoices going forward.
Use a simple logo image for the cleanest PDF and share page output.