Set a Default Deposit Percentage for New Estimates Decide your standard deposit once so it's pre-filled on every estimate you build. Deposits Estimates Setup

Configure Tax Rates So They Apply Automatically Set your tax defaults in Preferences so estimates and invoices calculate the right amount every time. Preferences Setup Tax

Set Default Payment Terms That Get You Paid Faster Pick Net 7, Net 14, or due-on-receipt once and let every new invoice inherit it. Invoices Payment Terms Setup

Solo or Studio? Choosing the Right Plan A quick gut-check on which plan fits how you work today and what to upgrade as you grow. Billing Plans Setup

Connect Stripe to get paid online Connect your Stripe account so clients can pay invoices online by card or ACH from the portal, with payments reconciled automatically. Payments Setup Stripe

Import your data from another app A 4-step wizard brings your clients and invoices over from Zoho, QuickBooks, FreshBooks, Wave, and more. Import Migration Setup

Set up your brand and logo Add your workspace name and logo, then pick a default template style that applies to every printable document. Branding Setup

Getting started: your first week A simple first-week path: set your brand, add a client, send your first document, and invite your team. Getting started Setup

Set your workspace preferences Set defaults like terms, tax rate, and deposit percentage once so every new document starts pre-filled. Preferences Setup