--- title: How do I customize my customer-facing documents (invoices, estimates, etc.)? description: To customize your customer-facing business documentation, navigate to Settings and then the Business section. Here you can customize your branding and document settings. --- [Skip to content](https://faq.trybeam.com/how-do-i-customize-my-customer-facing-documents-invoices-estimates-etc#main-content) ![Beam Dark Logo](https://faq.trybeam.com/hs-fs/hubfs/Beam%20Dark%20Logo.png?width=80&height=28&name=Beam%20Dark%20Logo.png) Open main navigation Close main navigation - [app.trybeam.com](https://app.trybeam.com/) [app.trybeam.com](https://app.trybeam.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Beam Help Center](https://faq.trybeam.com/?hsLang=en) 2. [Getting started](https://faq.trybeam.com/getting-started?hsLang=en) 3. [Account Setup](https://faq.trybeam.com/getting-started?hsLang=en#account-setup) # How do I customize my customer-facing documents (invoices, estimates, etc.)? ## Update logos, business information, payment terms, and document defaults in your Beam settings. 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 ### ![Screenshot 2026-02-15 at 5.36.00 PM](https://faq.trybeam.com/hs-fs/hubfs/Screenshot%202026-02-15%20at%205.36.00%20PM.png?width=670&height=371&name=Screenshot%202026-02-15%20at%205.36.00%20PM.png) ### 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 Want to see how a change will look? There is a document preview to the right which lets you review any changes that apply to your invoices in real-time. - [Getting started](https://faq.trybeam.com/getting-started?hsLang=en#main-content) - [Account Setup](https://faq.trybeam.com/getting-started?hsLang=en#account-setup) - [Plans & Subscription](https://faq.trybeam.com/getting-started?hsLang=en#plans-subscription) - [Team Management & Access](https://faq.trybeam.com/getting-started?hsLang=en#team-management-access) - [Platform Basics & Support](https://faq.trybeam.com/getting-started?hsLang=en#platform-basics-support) - [Estimates & Proposals](https://faq.trybeam.com/estimates-proposals?hsLang=en#main-content) - [AI Estimating Assistant](https://faq.trybeam.com/estimates-proposals?hsLang=en#ai-estimating-assistant) - [Creating & Editing Estimates](https://faq.trybeam.com/estimates-proposals?hsLang=en#creating-editing-estimates) - [Pricing & Financial Settings](https://faq.trybeam.com/estimates-proposals?hsLang=en#pricing-financial-settings) - [Design & Customization](https://faq.trybeam.com/estimates-proposals?hsLang=en#design-customization) - [Collaboration, Communication, Approval](https://faq.trybeam.com/estimates-proposals?hsLang=en#collaboration-communication-approval) - [Bill Payment](https://faq.trybeam.com/bill-payment?hsLang=en) - [Integrations](https://faq.trybeam.com/integrations?hsLang=en) - [Configuration](https://faq.trybeam.com/configuration?hsLang=en) - [Invoicing & Accounts Receivables](https://faq.trybeam.com/invoicing-accounts-receivables?hsLang=en#main-content) - [Creating & Managing Invoices](https://faq.trybeam.com/invoicing-accounts-receivables?hsLang=en#creating-managing-invoices) - [Contracts & Record-Keeping](https://faq.trybeam.com/invoicing-accounts-receivables?hsLang=en#contracts-record-keeping) - [Payments & Fees](https://faq.trybeam.com/invoicing-accounts-receivables?hsLang=en#payments-fees) - [Payouts & Notifications](https://faq.trybeam.com/invoicing-accounts-receivables?hsLang=en#payouts-notifications) - [Compliance](https://faq.trybeam.com/compliance?hsLang=en) - [Beam Card](https://faq.trybeam.com/beam-card?hsLang=en) - [General](https://faq.trybeam.com/general?hsLang=en) - [Account & Settings](https://faq.trybeam.com/account-settings?hsLang=en) - [Client & Vendor Portals](https://faq.trybeam.com/client-vendor-portals?hsLang=en#main-content) - [Vendor Portal](https://faq.trybeam.com/client-vendor-portals?hsLang=en#vendor-portal) [![Beam Dark Logo](https://faq.trybeam.com/hs-fs/hubfs/Beam%20Dark%20Logo.png?width=90&height=31&name=Beam%20Dark%20Logo.png "Beam Dark Logo")](http://usebeam.co) Beam Help Center © 2026, Beam Finance Inc.