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What information appears on quotes and invoices

Understand which business details feed customer documents and what to review before sending a quote or invoice.

Updated

For: Owner, Admin

1. Review business details

  1. Go to Settings > Company details.
  2. Name, phone, email, and website help identify your business on documents.
  3. Keep these details ready before sending quotes or invoices.
Company details used for documents

2. Decide whether to show the address

  1. Show address on public documents is off by default.
  2. Turn it on only when the address should appear on public quotes, invoices, and PDFs.
  3. If you work by service area and do not want to show an office address, leave it off.

3. Review tax and payment terms

  1. The default tax rate helps prepare documents faster.
  2. Payment terms suggest due dates on new invoices.
  3. Adjust each document when a customer or job needs different terms.

States you may see

Show address on public documents

Controls whether customers see the address.

Next step: Turn it on only when that address should be shown.

Default tax rate

Suggests tax when creating documents.

Next step: Change it on the document when the job requires it.

Payment terms

Suggests how many days the customer has to pay.

Next step: Adjust the invoice when you need a different due date.