Navigation: Go to Settings > Finance > Quotation and Invoices.
Sender Details
Your company details shown on the PDF and to your customer.
Payment Information
Bank and payment details shown on invoice PDFs and on invoices your customers view online. They are not shown on quotes.
Taxes
Create the taxes you use, with a name and percentage.
Taxes are not added automatically to quotes or invoices. Add them with Add Taxes.
Each quote and invoice keeps its own copy of tax rates. If you change a rate in settings, click Update Rate on the quote or invoice to apply it.
Payment Terms
Labels such as "Net 30". They do not set the due date automatically.
Numbering
You can set up your own prefix for quote and invoice numbers.
Each number is your prefix, followed by the current year and a unique number, for example
PREFIX-2026-00001.If you do not set a prefix, no prefix is added and numbers start with the year, for example
2026-00001.Changing a prefix only applies to new quotes and invoices.
Footer Notes and Branding
Footer notes (up to 160 characters) appear on the PDF.
Header and footer images (up to 2 MB each) appear on the PDF.
Packages
Packages let you save groups of line items you use often, such as a standard service kit, and add them to a quote or invoice in one go. This saves time and keeps your pricing consistent.
Setting up packages
Create package types first, for example Service Kits or Spare Part Bundles.
Create packages under a package type, each with one or more line items.
Package names can be up to 75 characters and descriptions up to 120.
A package has no price of its own. It is simply a group of line items.
How packages appear on a quote or invoice
Line item dropdown: when you type or search in a line item, matching packages are listed under Packages, below the parts. Select one to add it.
Browse: click Browse above the line items to open Browse Items. The Parts tab comes first, followed by one tab for each package type, for example Labour or Service Packages. Search, click + on a package to add it, then click Done.
Adding a package inserts all of its line items into the quote or invoice.