Settings
Invoice & estimate settings
Letterhead, defaults, appearance, and email templates for invoices and estimates.
At Settings → Invoice & estimate settings. Owner or Admin can view and save this page — a bit looser than the main organisation settings page, which is Owner-only.
Company information
- Letterhead address — your business address and any registration numbers, printed on invoices and estimates.
- Payment details — bank, PayPal, or cheque instructions, shown as its own block at the bottom of every invoice. Supports basic formatting.
Default values
| Setting | What it does | Default |
|---|---|---|
| Payment terms | Auto-calculates an invoice's due date from its issue date. Overridable per invoice. Options: On receipt, Net 15, Net 30, Net 45, or Custom (with your own day count). | Net 15 |
| Default invoice subject | Prefilled subject line on new invoices. | empty |
| Default notes / footer | Prefilled text shown below the line items. | empty |
| Show total hours on invoices | Includes a summed billable-hours line on new invoices by default (adjustable per invoice). | off |
Appearance
- Logo — PNG, JPG, or GIF up to 5MB, ideally at least 1500px wide. Shown top-left on the invoice PDF and on client-facing pages. Uploading a new one replaces the old one.
- Document title — the heading at the top of the PDF, e.g. "INVOICE" or "TAX INVOICE" (1–40 characters).
- Show these columns — Item type, Quantity, and Unit price can each be hidden from the invoice; Description and Amount always show.
Messages
- Send messages as — the from-address used on invoice and estimate emails.
- Invoice / Reminder / Thank-you email templates — subject and body sent when you email an invoice, chase an overdue one, or it's paid in full. Supports the same placeholder tokens as other templates in the app.
- Estimate email template — sent when you email an estimate. Editable on any plan, but only actually usable once estimates are unlocked (Pro plan and above) — it's saved either way, ready for when you upgrade.
Remind before the due date and Repeat while overdue — automated reminder emails sent on a schedule — are Pro plan and above. On Free or Starter, these toggles don't persist as "on" even if you click them; the plan check happens on the server, not just in the UI.