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Set up your business identity

Who can do this: Admin

By the end of this article, your business name, address, logo, accent color and reply-to email are set, and so are the default values every new estimate and invoice starts from. The Branding page puts it this way: these details appear "on estimates, invoices and client emails". Your reply-to email is the address where client replies to your estimates, invoices and notifications go.

Before you start​

  • Have your logo ready as a PNG or JPEG image file.
  • Decide which email address should receive client replies, and make sure you can open email sent to it.

Steps​

  1. Open the settings. On a computer or tablet, select Settings in the sidebar. On a phone, select More at the bottom of the screen, then select Settings.
  2. In the list of settings pages, select Branding.
  3. Under LOGO, select Upload a logo and choose your PNG or JPEG file. The logo uploads as soon as you choose it.
  4. Under BUSINESS DETAILS, check Business name and change it if it is not the name you want on your documents.
  5. Fill in Address line 1, Address line 2, City, State and ZIP code.
  6. Enter Country as a two-letter country code, such as US.
  7. Enter your brand color in Accent color, written the way the app asks: "as a #RRGGBB hex value".
  8. Enter the address for client replies in Reply-to email.
  9. Select Save.
  10. Under REPLY-TO VERIFICATION, select Send verification email.
  11. Open the newest email that arrives at your reply-to address. Its subject is "Confirm your reply address for" followed by your business name.
  12. In the email, select Confirm reply address. No sign-in is needed; the email says "No login is required."
  13. Back in the settings, select Default values in the list of settings pages.
  14. In Estimate validity (days), enter how many days after creation a new estimate's Valid until date is set.
  15. In Payment terms (days), enter how many days after creation a new invoice's Due Date is set. Its Terms field fills in with wording such as "Payment due within 10 days.", or "Payment due upon receipt." when you enter 0.
  16. Select Save.

What you see​

  • When you choose your logo file, it appears in the logo box and Remove logo becomes available.
  • When you save the Branding page, it shows "Branding saved."
  • After you send the verification email, the REPLY-TO VERIFICATION box shows "Verification Pending" and the time the verification link expires.
  • When you select Confirm reply address, a page headed "Reply address confirmed" opens and says you have confirmed your address as the reply address for your business.
  • Back on the Branding page, the REPLY-TO VERIFICATION box shows "Verified".
  • When you save the Default values page, it shows "Default values saved." The page notes that a change "affects documents created from now on, not documents that already exist."
  • The next new estimate and invoice you create show dates and terms set from these values: a new estimate's Valid until date, and a new invoice's Due Date and Terms wording (for example, "Payment due within 10 days."). Changing a date or the terms on a document afterward keeps your change.

If something blocks you​

  • "Business name is required." The Business name box is empty. Type your business name and select Save again.
  • "Country is required." The Country box is empty. Enter the two-letter country code, such as US.
  • "Too big: expected string to have <=2 characters" or "Too small: expected string to have >=2 characters" under Country. Use the two-letter country code, such as US, instead of the full name or a single letter.
  • "Invalid string: must match pattern /^[A-Za-z0-9][A-Za-z0-9 -]{2,11}$/" under ZIP code. The ZIP code is too short or starts with a symbol. Enter the ZIP code as letters, digits, spaces and hyphens, starting with a letter or digit.
  • "Invalid string: must match pattern /^#[0-9A-Fa-f]{6}$/" under Accent color. The color is not in hex form. Enter a # sign followed by the six-character hex code of your color.
  • "Invalid email address" under Reply-to email. Check the address for a typing mistake.
  • "File type not allowed:" followed by a file type, after you choose a logo. The file is not a PNG or JPEG image. Save your logo as PNG or JPEG and choose it again.
  • "We couldn't send the email; try again." after Send verification email. The verification email did not go out. Select Send verification email again a little later, and contact support if it keeps happening.
  • "Too many verification emails; try again in" followed by a number of minutes, after Send verification email. Too many verification emails went out in a short time. Wait that many minutes, then send again.
  • "Confirmation failed" and "This confirmation link is invalid or has expired." after you select Confirm reply address. Each new verification email replaces the link in the ones before it, and a link stops working when it expires. Open the newest verification email and select Confirm reply address there, or select Send verification email again.
  • "Estimate validity (days) is required." The box is empty. Enter a number of days.
  • "Too small: expected number to be >=1" under Estimate validity (days). Enter a number of days greater than zero.
  • "Too small: expected number to be >=0" under Payment terms (days). The value is negative. Enter zero or more.
  • "Too big: expected number to be <=365" under Estimate validity (days) or Payment terms (days). Enter a smaller number of days, no more than a year.
  • "Invalid input: expected int, received number" under Estimate validity (days) or Payment terms (days). The number of days has a decimal point. Enter a whole number of days.