This is the dry reference. If you want a walk-through, see Your first invoice.
The Settings page is a single form with one Save button — every field saves together. Above the form is the Team card (a placeholder while the team plan is in beta) and the Upload logo widget.
Business identity
| Field | Used by | Notes |
|---|---|---|
| Business name | Invoice header, footer, share link preview | Required |
| SSM number | Invoice footer | Optional |
| Address | Invoice footer | Multi-line OK |
| Phone | – | Optional |
| – | Optional |
Bank details
For receiving payments via bank transfer. Appears in the "How to pay" footer on every invoice.
| Field | Notes |
|---|---|
| Bank name | e.g. Maybank |
| Account number | – |
| Account holder name | – |
Invoice defaults
Pre-filled into every new invoice. Override per invoice when needed.
| Field | Notes |
|---|---|
| Default notes | e.g. "Thank you for your business." |
| Default terms | e.g. "Payment due within 14 days." |
Logo
PNG or JPEG, max 1 MB. Recommended ~400×200 px (renders crisp on retina invoices). Min 32×32, max 2000×2000 px. Aspect ratio between 1:10 and 10:1.
Stored inline as a blob in the database (served by /api/settings/logo) so it can never 404
— we don't trust external image hosting. The Settings page
shows a live preview of the current logo above the form.
Team
Placeholder card. Today you're the only member. See Inviting your team for what's coming.
Currency
The default currency is set per-project, not globally. Each invoice inherits its project's currency; you can override at invoice creation. We don't currently support changing currency on an issued invoice (it would invalidate historical reports). If you started in the wrong currency, email us.