Brand & invoicing holds your business identity — the details that appear on your invoices and in invoice emails. Set it up once and it flows into every invoice you create. The page is grouped into a few sections.
Brand and contact
- Company name — your legal business name.
- Email — your business contact email.
- Phone — your business contact phone.
- Address — multi-line; shown in the invoice header or footer depending on your Invoice template layout.
Bank information
- Bank name.
- Bank account — masked in the form when Privacy mode is on.
- Bank routing — also masked under privacy mode.
- Payment QR content — a payment link or IBAN encoded into the invoice QR code when a template has Include QR code enabled (a per-invoice value overrides it).
These appear in the invoice payment-info section when the template's Show bank info toggle is on.
Compliance
- Tax ID — VAT, GST, EIN, or similar. Shown in the invoice header alongside the company name when the template's Show tax info toggle is on.
Logo
Upload a single logo image (up to 2 MB). The preview updates live as you choose a file, with Change and Remove actions and an "Unsaved" indicator while you have pending changes. The same image appears on your invoices.
How the data is applied
- Invoices — your brand details are read each time an invoice is generated, so editing them changes all future invoices. Invoices you've already exported keep the branding they were made with. See Invoice template.
- New invoices — when you create an invoice, your business fields come from this page (the client's details come from the client).
- Email — invoice emails fill in your business name and contact details from these fields.
Workflows
Initial setup
- Open Brand & invoicing.
- Fill in company name, address, contact email, and phone — the minimum for invoices to look professional.
- Upload a logo.
- Add bank info and tax ID for any jurisdictions that require them on invoices.
- Save.
Rebrand
Change the company name and re-upload the logo, then save — every new invoice picks up the new look. Invoices you've already exported keep the old branding.
Tips and edge cases
- 2 MB limit on logos. A PNG with transparency works well; large JPEGs may exceed the limit.
- Privacy mode masks the bank fields in the form while you're editing — useful when sharing your screen.
- Past invoices don't change. Already-exported invoices keep their branding; re-export from the invoice to pick up new branding.
On mobile
The mobile app has a Brand settings screen with near-full parity: logo, company name, tax ID, contact email and phone, address, and bank name / account / routing — and the same privacy masking on sensitive fields. The Payment QR content field is web-only.