> ## Documentation Index
> Fetch the complete documentation index at: https://docs.billbasket.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Document settings

> Customize your BillBasket invoice PDF layout, logo and bank details, numbering series, and tax configuration for printed invoices and estimates.

**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.

## See it on your device

<Tabs>
  <Tab title="Phone">
    <Frame>
      *Screenshot coming soon — Android phone view.*
    </Frame>
  </Tab>

  <Tab title="Tablet">
    <Frame>
      *Screenshot coming soon — Android tablet view.*
    </Frame>
  </Tab>

  <Tab title="Windows PC">
    <Frame>
      *Screenshot coming soon — Windows desktop view.*
    </Frame>
  </Tab>
</Tabs>

### 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.

### 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.

### Tax Configuration

Set up the tax rates applied to your bills. See
[Discounts and tax](/customer-guide/daily-billing/discounts-and-tax) for how
tax is applied when billing.

## Try it: James Spa

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>