Settings and defaults

Open your settings

Open the profile menu and choose Your settings. You can update your display name and defaults that save time when you create future clients, gigs, and invoices.

Set reusable defaults once, then check they suit your next piece of work.

Useful defaults

Set defaults for things you use regularly, such as:

• travel origin postcode and mileage rates;
• default invoice payment window;
• invoice filename and email-subject patterns;
• invoice email message and reply-to address; and
• an invoice upload folder when you use Google Drive.

Defaults help with new work. They do not silently rewrite existing clients, gigs, or invoices.

Tip

Make a small test invoice after changing an invoice default so you can check the resulting PDF and message before the next real delivery.