Brand your estimates and invoices

Add your legal name, address, tax number, bank details and footer terms, and pick an accent colour for your documents.

In the app

SettingsDocuments

Who

Owners and admins

The layout of a document is fixed so the numbers always add up. The details around them are yours. A blank field falls back to your centre's details, and the preview updates as you type.

1. 1

   Open Settings, then Documents

   The form is on top and a sample invoice is at the foot of the page under Preview.

2. 2

   Pick an accent colour

   Choose one under Accent colour. It colours the rule at the top, the document title and the balance due.

3. 3

   Fill in your business details

   Under Your business, add a Legal name if it differs from the name guests know, then your Address and Contact lines.

4. 4

   Add your tax number

   Under Tax number, set the Label, such as VAT or TIN, and the Number.

5. 5

   Set the wording and how tax shows

   Under Wording, change Call an invoice or Call an estimate if your market needs Tax Invoice, quote or proforma. Under Show tax as, name each tax at the foot or show no tax.

6. 6

   Add payment details and terms, then save

   Under The small print, fill in How to pay and Footer terms, then press Save.