Templates & defaults

Invoice numbering & texts

Set your invoice prefix and last invoice number — new invoices increment automatically. Customize payment terms and the remark, footer, and reverse-charge texts with smart tokens like client name or IBAN.

Quote defaults & terms

Choose how long quotes stay valid and your default disclaimer. Optionally append a full Terms & Conditions page to every quote PDF.

Categories & document types

Color-code your job categories and manage your document labels — Briefing, Moodboard, Call Sheet, and your own custom types.

Reusable line items

Build a library of line items with default rates and units. Drop them into any quote or invoice instead of retyping them each time.

Logo

Upload your logo (PNG, JPG, or SVG) — it appears on all exported PDFs.