SETUP

Your business details and SKU catalog. Set this up once — everything here flows into every invoice and quotation you generate.

SKU catalog

Set up your SKU items that are reusable for your invoice/quotation. These will populate the picker on the Generate page.

SKU code	Description	Unit	Unit price	Taxable

No SKUs yet. Click + Add SKU to create your first one.

Business profile

Printed at the top of every document.

Business name

Address

Phone

Website

Company registration no. / UEN

Logo

No logo

PNG or JPG. Transparent PNG works best. Max 4 MB.

Document numbering

The next number is suggested automatically — you can still overwrite it when generating.

Invoices

Prefix

Next number

Digits

Include year

Preview: —

Quotations

Prefix

Next number

Digits

Include year

Preview: —

Document colours

The accent colours used on the generated PDF. Pick a colour or paste a hex code (e.g. #1671DA).

Table Header Row Colour?

Table Header Text Colour?

Total Amount Box Colour?

Total Amount Box Text Colour?

Currency & tax

Applied by default to newly generated documents — the rate can still be edited per document.

Currency

Tax Label?

Default rate (%)

Tax registration no.

Unit prices already include tax

Unchecked = Tax amount calculated will be added on top of the subtotal.

Checked = Tax amount will be extracted from the total instead of added.

Terms & payment details

Terms set up here will be added into the invoice. Bank details appear on invoices only and not in quotations.

Payment terms?

Footer line?

Invoice due after (days)?

Quotation valid for (days)?

Bank transfer

Bank Name

Account Name

Account number

Other payment methods

Add country-specific methods beyond bank transfer — e.g. LINE Pay, WeChat Pay, Alipay, PromptPay. These print on invoices only.

No extra methods yet. Click + Add payment method to add one (e.g. LINE Pay · @your-id).

Default terms & conditions

Terms that should always appear on your documents. These pre-fill the Terms & Conditions box on the Generate page — you can still edit or add to them per document.

Standard terms & conditions

One term per line works well. These carry over to every new invoice and quotation automatically.

Google Drive

Optional. When connected, you can send a copy of each generated PDF to Drive.

Destination folder

Open the folder in Drive and copy the URL from the address bar. Connect or disconnect using the Drive button at the top right.

All changes are saved when you click Save.

Go to Generate →