Workspace settings (General)
Set your brand, business details, and invoice defaults on one page — the values that appear on every invoice and the public invoice page.
Settings → General (/settings/general) is the home for everything about your business: your
brand, your legal and contact details, and the defaults that prefill every new invoice. A few
minutes here means every invoice looks right from the first send.
- Role
- OwnerAdmin
Workspace settings are managed by Owner and Admin. Find them under Settings → General.
What's on this page
The General page has three cards:
- Brand — your logo and Organization name. See Branding & logo.
- Business details — the "From" block on every invoice.
- Invoice defaults — the prefilled values for new invoices. See Invoice defaults.
Fill in your business details
Open Settings → General
In the sidebar, go to Settings, then General.
Add your brand
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.
Enter your business details
In Business details, fill in your legal / billing name, tax label (e.g. VAT, GST, or Sales tax) and tax ID, public contact email, phone, website, and your business address lines. This is the "From" block your clients see on every invoice.
Save
Click Save workspace settings.
Invoice defaults live here too
The same page holds your Invoice defaults — currency, default tax rate, invoice number prefix, payment terms, and the notes and footer that appear on every invoice. Editing these never changes existing invoices; they apply only to new ones. The full breakdown is in Invoice defaults.
Want invoices to send from your own email address? That's a separate page — Email settings (requires Studio or Agency).
Troubleshooting
- The Save button does nothing / fields are greyed out. Workspace settings need Owner or Admin. If you're a Manager or Member, ask an admin to make the change.
- My logo looks wrong on invoices. Re-upload it from the Brand card — see Branding & logo.
Where to go next
Invoice defaults
Currency, tax, numbering, terms, and footer.
Branding & logo
Logo and organization name.
Email settings
Send from your own domain.
Settings overview
A map of Hoursmith settings — what lives in workspace settings versus your personal account settings, and who can change each.
Invoice defaults
Set the currency, tax rate, numbering, payment terms, notes, and footer that prefill every new invoice — without touching invoices you've already sent.