Build your invoice template

Open Settings then Invoice setup. The page is the invoice: what you see is what the customer gets.

1. 1Upload your logo. It sits top left of every quote and invoice.
2. 2Check the business block. It comes from your business details.
3. 3Set default payment terms, 7, 14 or 30 days. Each invoice's due date starts from this.
4. 4Add bank details, BSB and account or PayID. They print at the bottom.
5. 5Optional: a note that appears on every invoice, such as a licence number.

Change any of it later. Documents you have already sent keep the details they were sent with.