How to Setup Billing Information
Your billing information appears on invoices, proposals, and other client-facing documents. Setting it up correctly ensures your documents look professional and include all required details.
Accessing Billing Settings
Go to Workspace → Settings → Billing from the sidebar navigation.
Business Information Fields
Fill in the following details:
- Business Name: Your company or freelance business name as it should appear on invoices.
- Business Address: Street, city, postal code, and country.
- Tax ID / VAT Number: Your tax identification number (if applicable).
- Phone Number: Business contact number.
- Email: Business email shown on invoices (can differ from your login email).
- Website: Your business website URL (optional).
- Logo URL: Add the web address of your business logo for invoices, proposals, and PDFs.
Currency Settings
Set the default currency for your workspace. This currency will be pre-selected when creating new invoices and proposals. You can always override it on individual documents.
Invoice Numbering
Invoice numbers are created automatically using the standard INV prefix and a sequential number. This keeps numbering consistent across every workspace.
Invoice Defaults
Set the information that should be added to each new invoice:
- Invoice reminders: Choose whether payment reminders are sent automatically.
- Default notes: Add information that clients should see on new invoices.
- Default terms: Add your standard payment terms and instructions.
Complete your billing setup before creating your first invoice. All the information you enter here automatically populates on every new invoice and proposal, saving you time.