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, Brand & Invoicing: logo, letterhead, brand colour, default payment terms, default note.
  • Custom sections and details on an invoice, under Manage Objects, Invoices.
  • The invoice list shows a health strip: what is out, what came in, how long customers take to pay, and ageing.
Approvals before sendingTake card payments with your own Stripe account
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