2. Set financial information defaults

Here you will set your tax rate (e.g. GST, VAT, Sales Tax etc) and be able to refresh financial information from Xero if you are using the integration. You are also able to set up company details and upload a logo into your header which will be used on both invoices and quotations.

Don't forget to set up the footer area for both quotes and invoices. This can include information such as bank account details and a thank you message for your invoices as well as your terms and conditions for quotes.

Tip:
For those wanting more control over invoice and quote header and layout, you are also able to upload a custom-designed header.

You also have the option to hide the quantity and rate columns from being visible to the client on quotes and invoices.