Invoice & Quote Settings
VAT number, registration number, banking details, tax defaults, and document numbering — everything that ends up on an invoice or quote.
What this page controls
Settings → Invoices & Quotes holds everything specific to generating documents: your VAT number and registration number, banking details (bank, account holder, account type, branch code, account number), default currency, whether VAT/tax is charged at all, your tax rate and label, and your invoice/quote number prefixes.
Why it's separate from Branding
Branding is about how your business looks (logo, color, contact info). This page is about how your documents calculate and number themselves — VAT rate, banking details, prefixes. They're different kinds of settings edited by different questions ("what's our logo" vs. "why is the VAT wrong"), so they live on different pages instead of one long form that blurs the two together.
How to set it up
- Go to Settings → Invoices & Quotes.
- Fill in your VAT number and registration number.
- Add banking details — these appear on invoices so clients know where to pay.
- Set your default currency, tax rate (defaults to 15% VAT), and tax label. If your business isn't VAT-registered, switch off "Charge VAT / tax on invoices and quotes" — new documents then skip the tax line entirely rather than showing a 0% VAT row.
- Set your invoice and quote number prefixes (default INV/QUO) and an optional footer note shown on every document.
Every quote and invoice you create pulls from these settings automatically — you don't re-enter any of this per document.