Set up your workspace
Add your business details, logo, and invoice defaults so every invoice looks right from the first send.
A few minutes in settings now saves you editing every invoice later. Your business details and invoice defaults become the "From" block and the prefilled values on every new invoice.
- Role
- OwnerAdmin
Workspace settings are managed by Owners and Admins. Find them under Settings → General.
Add your brand and business details
Open Settings → General
In the sidebar, go to Settings, then General.
Upload a logo
In the Brand card, upload your logo and set your Organization name. The logo appears on invoices, the public invoice page, and the client portal.
Fill in business details
In Business details, add your legal / billing name, tax label (e.g. VAT, GST, Sales tax) and tax ID, public contact email, phone, website, and business address. This is the "From" block on every invoice.
Set your invoice defaults
In the Invoice defaults card, prefill the values that apply to most invoices. Editing these never changes existing invoices — they only apply to new ones.
- Currency — your workspace default (clients can override).
- Default tax rate — entered as a percentage.
- Invoice number prefix — e.g.
INV-. You can include date tokens like{{yyyy}},{{yy}},{{mm}},{{dd}}, with a live "Next invoice will be…" preview. - Next invoice number — leave blank to auto-increment.
- Default payment terms — Due on receipt, Net 7, Net 14, Net 30, Net 60, or none.
- Default invoice notes and Invoice footer — text that appears on every invoice.
Click Save workspace settings when you're done.
What happens next
Every new invoice now starts with your branding, business address, numbering, and terms already filled in. You can still override any of them per invoice.
Tips
- Set up your own email domain so invoices send from your address — it's a big trust signal for clients (requires Studio or Agency).
- If you bill in multiple currencies, set the right default currency per client rather than per invoice — see Client billing defaults.