Messages are not shared between invoices and estimates. You can also Hide columns so that the type, quantity, or unit price columns do not show on your invoices and estimates. You can also turn on the Snail-mail friendly setting so the recipient’s address will appear in an envelope window. Logos must also be in RGB format- not CMYK.Logos may be JPG, GIF, or PNG images under 5MB in size. For best print result, please make sure your logo image is at least 1500 pixels wide.The option to add a logo to an invoice isn’t available if you’re using our free plan.Logos can be removed at any time by clicking Remove logo, then confirming.AppearanceĪppearance information is automatically shared between invoices and estimates.įrom either, you can upload a Logo or replace your existing logo by clicking the Choose file button and selecting a file from your computer. It may be useful to add additional information such as payment method, payment terms, or additional tax information here. These will show up below line items on invoices. This is an optional one-liner template that can be used as the subject line of all your invoice emails. You can set a default Payments due parameter (Upon receipt, Net 30, etc.) to be applied to all invoices. When time rounding is turned on, your team’s hours will be automatically rounded on summary time reports (under Reports > Time ), on the Tasks and Team tabs of project analysis pages, on budget calculations, and on new invoices.You can turn on Time rounding in order to round either to the nearest or up to the nearest 6, 15, or 30 minutes. You can also choose either simple or compound tax under Taxation mode. In the Tax section, you can enter a first and second tax to be applied to your invoices. However, this is the only information under default values that is automatically shared. Tax information is automatically shared between invoices and estimates. You can also customize which email address your invoices and estimates are sent from by updating the Send message as setting. Here, you can enter your company Name and Address the way they should appear on your invoices and estimates. Company informationĬompany information is automatically shared between invoices and estimates. Note that some information is automatically shared between these two sections when updated. You can customize your company information, upload a logo, and set up default values, translations, and messages for your invoices and estimates under Invoices > Configure and Estimates > Configure.
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