Invoice settings and your brand

Letterhead, colour, defaults, and the business details that appear on invoices.

  • Workspace settings, General: your business contact details and address, which print on invoices.
  • Workspace settings, General: your logo and the currency new invoices use.
  • Workspace settings, Brand & Invoicing: letterhead, brand colour, default tax rate, default payment terms, default notes, and where customers' replies go.
  • Custom sections and details on an invoice, under Manage Lists, Invoices.
  • The invoice list shows a health strip: what is out, what came in, how long customers take to pay, and ageing.
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