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 — Upload your business logo to appear on 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
Configure how invoice numbers are generated:
- Prefix — A text prefix for invoice numbers (e.g. "INV-", "2026-").
- Next Number — The next sequential number to be used.
Payment Information
Add your payment details so clients know how to pay:
- Bank Name
- Account Holder
- IBAN / Account Number
- BIC / SWIFT Code
- Payment Terms / Notes — Any additional payment instructions shown on invoices.
💡 Tip:
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.