Documentation
Guides
Branding and business details
Your clients see your brand on every estimate, agreement, invoice, PDF and client page.
Logo and colors
Open Settings › Branding.
| Field | What it does |
|---|---|
| Logo | Shown on client pages and documents. |
| Dark-mode logo | Used when the page is dark. |
| Icon | A small square version of your logo. |
| Brand color | The color of buttons and accents on client pages. |
Business details
Open Settings › Invoices. Business information is the "From" section on your invoices.
| Field | What it does |
|---|---|
| Business name | The name on documents. Leave it blank to use the workspace name. |
| Logo URL | A logo for documents, as an https:// web address. Leave it blank to use your Branding logo. |
| Address, City, State, ZIP | Your business address. |
Under Invoice options, set the Number prefix, Start numbering at and a Default tax rate (%) for new invoices. Choose Save changes.
Workspace name
Settings › General changes your workspace's Name, which your team sees and your clients see when no business name is set.