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Settings → Documents controls how your printed invoices and estimates look and how they’re numbered — your logo and bank details, the layout template, the numbering series, and tax setup.

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See it on your device

Screenshot coming soon — Android phone view.

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Invoice Template & Branding

Choose which PDF layout your invoices print with, and add your company logo so it appears on every printed invoice. You can also configure the signature and bank details shown at the bottom of invoices — handy if customers pay by bank transfer and need your account details on the bill itself.

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Invoice Numbering

Manage the numbering series used for your invoices and estimates. You’re not limited to a single sequence — you can set up multiple parallel numbering series, each with its own custom prefix (like INV- or EST-) and its own starting number. This is useful if you want separate number ranges for different counters, branches, or document types.

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Tax Configuration

Set up the tax rates applied to your bills. See Discounts and tax for how tax is applied when billing.

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Try it: James Spa

1

James adds his logo and bank details

James Fernandes opens Settings → Documents → Invoice Template & Branding, uploads his spa’s logo, and fills in his bank account details so clients paying by transfer can see them on the invoice.
2

Sets up a separate estimate series

He then opens Settings → Documents → Invoice Numbering and creates a second series with the prefix EST- starting at 1, so his estimates are numbered separately from his invoices.