Account setup
Set up your profile, branding, payment details, and tax settings so your invoices and contracts look right the first time you send one.
A clean first invoice depends on five pieces of information. You can set them all in Settings and come back to edit later.
Business profile
Under Settings → Profile:
- Business name (the name that appears on invoices and contracts)
- Legal name, if different from your trading name
- Address — at least city and country is enough to meet most EU/UK invoice rules
- Tax identification number if you charge tax
Logo and branding
Upload an SVG or a PNG at least 512×512 under Settings → Branding. The logo appears on invoices, contracts, and the hosted payment page.
Keep it square — landscape logos get letterboxed on payment pages.
Default currency
Set the currency you invoice in most often under Settings → Preferences. You can still override the currency on a per-invoice basis.
Tax rate
If you charge tax (VAT, GST, sales tax), set the default rate under Settings → Tax. Leave it blank if you don't — the invoice form will not show tax fields for tax-free accounts.
Payment details
Add at least one way to get paid under Settings → Payments:
- Bank transfer (IBAN, account number, or routing number depending on your country)
- Payment link provider (Stripe, Wise, etc. — link shown on the hosted invoice)