How to set Business Details, Taxes, and Personalize Invoice?

InvoiceOwl lets you set up your business details, tax rates, and customize your invoice design all from the Settings page. Click Settings in the left sidebar to get started.

Business Details:

1. Under the Business section, click Business Information.
2. Add your business name, address, phone, website, industry, logo, and default currency.
3. Click Save Changes.

Tax Rates:

1. Under the Business section, click Tax Rates.
2. Click Add Tax to create a new tax rate.
3. Enter the tax name, rate, type, and auto-apply preferences.
4. Click Create Tax.

Invoice Design:

1. Under the Documents section, click Template Designer.
2. Use the designer to customize the layout and appearance of your invoices and quotes.

On the Mobile App

Business Details:

1. Tap the More tab > Settings > Business Info.
2. Tap any field to edit it. Changes save automatically.

Tax Rates:

1. Tap More > Settings > Tax Rates.
2. Tap + to add a new tax, or tap an existing tax to edit it.

Template Designer:

1. Tap More > Template Designer to customize your invoice and quote layouts.