Your business details
Name, address, ABN, logo and the ways clients pay you — everything here shows up on the invoices you send.
Five sections, and most of it ends up on the invoice your client opens.
Identity
Business name, address, phone and email. Pick your address from the suggestion list rather than typing it out — that's what places your map pin, works out your drive times, and sets your time zone.
How customers pay you
PayID and your bank details sit on the invoice you send. Leave a field blank and it simply doesn't appear.
Bank transfer needs both the BSB and the account number before it shows up. An account name on its own isn't enough to pay into.
These are receive-only details — nobody can take money with them.
Tax settings
Switch on GST Registered and an ABN field appears. It's required: a Tax Invoice without one isn't valid.
Branding
Your logo, and a cancellation policy PDF if you have one. The logo appears on every invoice.
Time zone
Used to send reminders at the right local time of day. It follows the address you picked, and you can override it.
Only the business owner can change any of this. Team members see the screen but can't edit it.
Related
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