Browser-local defaults
Invoice settings
Save the details you type again and again: business profile, logo, invoice and estimate numbering, tax defaults, print format, email wording, and payment instructions.
Settings are saved on this device in your browser only. Do not enter card numbers, passwords, OTPs, bank login details, or other sensitive secrets.
Business and document defaults
These defaults pre-fill new invoices when no draft is already open. Use Apply in maker when you want to push them into the current maker screen.