Brand invoicing

Brand & invoicing holds your business identity — the details that appear on your invoices and in invoice emails. Set it up once and it flows into every invoice you create. The page is grouped into a few sections.

Brand and contact

• Company name — your legal business name.
• Email — your business contact email.
• Phone — your business contact phone.
• Address — multi-line; shown in the invoice header or footer depending on your Invoice template layout.

Bank information

• Bank name.
• Bank account — masked in the form when Privacy mode is on.
• Bank routing — also masked under privacy mode.
• Payment QR content — a payment link or IBAN encoded into the invoice QR code when a template has Include QR code enabled (a per-invoice value overrides it).

These appear in the invoice payment-info section when the template's Show bank info toggle is on.

Rates and invoicing currency

Two brand-level defaults sit at the top of a hierarchy that runs brand → client → project. Set them once here and every client and project starts from them.

• Default hourly rate — the starting rate for all your work. A client or a project can override it; leave those blank and they inherit this one. Clearing this field means no rate is set anywhere, which is not the same as entering 0 — 0 is a deliberate "this is not billed hourly".
• Invoicing currency — the currency new invoices are issued in. Leave it on Automatic to follow the currency in General settings, and it keeps tracking that setting if you change it later.

The invoicing currency and the account currency are two different things. The account currency decides how amounts are displayed to you throughout the app; the invoicing currency decides what your clients are billed in. Freelancers who work in one currency and bill in another need both.

The hourly rate prices billable work. It fills the unit price on lines created from selected tasks or tracked time, and on a line you link to a task by hand. A line you price as a flat amount ignores it.

Compliance

• Tax ID — VAT, GST, EIN, or similar. Shown in the invoice header alongside the company name when the template's Show tax info toggle is on.

Logo

Upload a single logo image (up to 2 MB). The preview updates live as you choose a file, with Change and Remove actions and an "Unsaved" indicator while you have pending changes. The same image appears on your invoices.

How the data is applied

• Invoices — your brand details are read each time an invoice is generated, so editing them changes all future invoices. Invoices you've already exported keep the branding they were made with. See Invoice template.
• New invoices — when you create an invoice, your business fields come from this page (the client's details come from the client), and the currency starts from your invoicing currency.
• Email — invoice emails fill in your business name and contact details from these fields.

Workflows

Initial setup

1. Open Brand & invoicing.
2. Fill in company name, address, contact email, and phone — the minimum for invoices to look professional. Without a company name the sender block on generated PDFs simply has no name line; nothing is substituted for it.
3. Upload a logo.
4. Add bank info and tax ID for any jurisdictions that require them on invoices.
5. Save.

Rebrand

Change the company name and re-upload the logo, then save — every new invoice picks up the new look. Invoices you've already exported keep the old branding.

Tips and edge cases

• 2 MB limit on logos. A PNG with transparency works well; large JPEGs may exceed the limit.
• Privacy mode masks the bank fields in the form while you're editing — useful when sharing your screen.
• Past invoices don't change. Already-exported invoices keep their branding; re-export from the invoice to pick up new branding.

The default hourly rate

The brand's default hourly rate is the last stop in the chain that prices billable work: a project's rate wins, then the client's, then this. It is what fills in the unit price on lines created from selected tasks or tracked time.

Leave every level unset and those lines arrive with no price at all rather than a zero — a zero would read as a real free-of-charge rate. You then type the price yourself. See Invoicing workflow.

On mobile

The mobile app has a Brand settings screen with full parity: logo, company name, tax ID, contact email and phone, address, bank name / account / routing, Payment QR content, Default hourly rate, and Invoicing currency — with the same privacy masking on sensitive fields.