Summary

1. Customizable invoice settings

   • Logo: Upload your company's logo to personalize invoices
   • Invoice title: Customize the title displayed at the top of the invoice
   • Company details: Enter legal name, email, address

2. Managing settings

   • Access settings under Branding to manage your logo and other details
   • Customize the invoice title in the PDF settings

3. Benefits of customization

   • Reflect your brand identity with a personalized logo
   • Simplify the invoicing process by saving templates or sending directly from draft

4. Creating and sending invoices

   • Select the client and add line items, pricing, and due date
   • Review details before finalizing
   • Choose to save as a draft for later use or send directly to the client

5. Preview and final touches

   • View the finalized invoice layout with all details.
   • Includes invoice number, state, due date, ABN (if applicable), sender details, and recipient information.