How do I customize my customer-facing documents (invoices, estimates, etc.)?

To customize your customer-facing business documentation like your company name and license, navigate to Settings ⚙️ and then the Business section. Here you can customize your branding and document settings.

Step by step

1. Go to Settings ⚙️
2. Click the Business tab in the left menu
3. Edit your desired branding and document settings
4. Click Save at the top right
   

What you can change

There are three sections overall. Business information will be used across multiple areas including your invoices, estimates, emails, and client portal. Invoice settings and Estimate and change order settings provide extra customization for those two aspects of the platform.

Below is a breakdown of each section in order and associated settings. All fields are optional except those denoted with an asterisk (*).

Business information

• Business name & email*
• Toggle to display business email on documents
• Business address & phone
• License number
• Business logo

Invoice settings

• Default invoice memo
• Default net payment terms (the default number of days between the invoice due date and the date the invoice is created, the due date can be overriden on any invoice)

Estimate and change order settings

• Default markup (the default markup for estimates, client budgets, and invoices)
• Default estimate memo
• AI Assistant rules (these rules will be applied whenever a teammate drafts or edits an estimate or change order using the AI Assistant)
• Add default estimate attachments