Customising invoices and estimates

Invoice and estimate behaviour is controlled in two places: business-wide defaults under Business settings → Invoices (and Estimates, separately), and per-document overrides inside the document editor.

Business-wide invoice and estimate settings

The settings page covers the following.

• Late fees — switch the late-fee feature on or off and set the default rate. Customers can override it on their profile.
• Taxes — toggle VAT on or off and pick whether line item prices display as gross or net. Disabling taxes when an invoice already uses them shows a warning first.
• Line item columns — toggle which columns appear on documents: quantity, unit, discount, description, SKU.
• Numbering — see Invoice and estimate numbering for the placeholder system; numbering changes only affect documents created afterwards.
• Reference numbers — Estonian-style payment reference numbers (see Reference numbers on invoices).

Appearance — theme, logo, primary color

For everything visual (theme picker, logo upload, logo alignment, primary color), see Customising your business appearance. Per-document overrides for the same controls are covered in Per-document appearance overrides.