Your brand shows up on every estimate, invoice, and receipt your clients see. A few minutes in branding settings makes every document look polished and consistent, with no per-document fiddling.
Where to find it
Open Settings → Preferences → Branding. Everything here applies across your whole workspace.
Set your basics
- Set your workspace name as it should appear to clients.
- Upload your logo — it appears on printable documents and in the client portal.
Choose a default template style
Pick a Default Template Style for your printable documents. A live preview shows exactly how it looks before you commit, and your choice applies to every printable invoice, estimate, and receipt.
The styles
- Classic — traditional and straightforward.
- Modern — clean and contemporary.
- Minimal — stripped back, lots of whitespace.
- Bold — strong, high-contrast.
- Editorial — typographic and refined.
- Compact — dense, fits more on a page.
Tip: Watch the live preview as you switch styles — the one you choose becomes the look for all printable documents at once, so there’s nothing to set per document.
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