Setting up your business branding

Your branding is applied to every quote and invoice you send. Setting it up once means every document you produce looks consistent and professional.

What you can customise

• Business name
• Logo — uploaded as an image, shown on all documents
• Brand colour — used as the accent colour on quotes and invoices
• Contact phone and email
• Business address
• Tax ID or VAT number (optional)
• Currency
• Tax rate (e.g. 20% VAT)
• Payment instructions — shown on invoices to tell clients how to pay

Where to find it

Go to Settings in your dashboard sidebar. All branding options are on this page. Changes apply immediately to all new quotes and invoices.

Tips for a professional look

• Use a square or circular logo — it fits best in the document header
• Pick a brand colour that matches your business (your website, van livery, etc.)
• Fill in your payment instructions so clients know exactly how to pay you