Documentation

Settings

Set Business Defaults

Save your business profile, default terms, tax rate, currency, logo, and styling.

Steps

  1. 1

    Open Dashboard, then Profile.

  2. 2

    Add your company name, sender details, logo, and default invoice notes.

  3. 3

    Choose a default currency from the same currency list used by the invoice editor.

  4. 4

    Set tax, payment terms, PDF preferences, and accent color.

  5. 5

    Save the profile so new invoices start with your defaults.

Notes

Defaults reduce repeat typing when creating multiple documents.

Changing defaults does not rewrite older saved invoices unless you edit and save them.