BillbookHelp
Settings

Set your brand, invoice look and standard terms

Add your logo, colour and contact details, and the terms printed on every invoice, quote and email.

  1. Logo and colour
  2. Contact details
  3. Terms
  4. Save

Your brand shows on invoices, quotes, statements, emails and the online invoice your customers open. The preview at the top shows how it looks as you change it.

How do I add my logo and colour?

  1. Open SettingsBrand & invoices.
  2. Under Logo and colour, drop your logo in or click to choose it.
  3. Pick a Brand colour, or Pick any colour for your own.
  4. Choose Save brand.

A wide logo on a transparent background looks best. PNG, JPG and WebP all work.

How do customers see my contact details?

Fill in How customers reach you: a Trading name if you trade under another name, plus Email, Phone, Website and your address. They're printed under your name.

How do I set my standard terms?

Type them into Standard terms under On your invoices. They print at the bottom of every invoice, and you can change them on a single invoice too. Tick Show our ABN on invoices to print your ABN.

Bank details live somewhere else

How customers pay you is set in SettingsPayment methods.

Can I remove the Billbook line from my invoices?

Yes, on a paid plan. The option is marked Paid plan until you upgrade.

Where do I change my business name, ABN or GST details?

Open Settings, change Business name, ABN or the GST and financial year fields, then Save changes. Only the owner or an admin can.

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