Solid Invoice Documentation Hub

Explore feature guides, reports and exports, and our privacy-first security stance.

Branding

Make every invoice, quote, statement, report, and email look like it came from your business.

Encrypted by Default

Branding settings are stored locally and encrypted at rest. If you export a PDF/CSV, that file is unencrypted outside the container—you’ll see a confirmation first.

  • Pick company logo (PNG/SVG): Use a transparent PNG or SVG for best print results. ~700px wide or larger recommended.
  • Scale & vertical offset: Fine-tune size and nudge the logo up/down so it aligns with your header.
  • Preview first: Changes reflect in the live PDF preview before you save.

Tip: If a PNG looks soft on paper, try a higher-resolution source or an SVG.

Choose which fields show under your logo on PDFs and arrange their order.

  • Show/Hide per field: Email, Phone, Address, Website.
  • Reorder: Use Reorder to drag items into the exact sequence you want.

These controls live under COMPANY INFO UNDER LOGO in Settings.

Make your contact details tappable in exported PDFs and the live preview.

  • Website link (https://)
  • Email link (mailto:)
  • Phone link (tel:)

Enable/disable each link independently in LIVE LINKS IN PDF.

Statements Branding

Toggle whether client statement PDFs include your logo, contact block, and page footer (e.g., page numbers).

  • Client Statements: Branding On/Off (default On).

PDF Appearance (Overview)

Invoices and quotes inherit your logo and contact block and follow the app’s clean layout. Page size and margin presets, header/footer blocks, and column visibility are managed by the app; use the preview to confirm the look before sharing.

Apply a branded Paid stamp to settled invoices.

  • Stamp selection: Pick from built-in styles.
  • Position: Choose a preset (e.g., top-left/center) or enable drag placement.
  • Color & opacity: Match your brand color and adjust visibility.
  • Scale: Make it noticeable but not overpowering.

Roadmap: “Overdue” stamps are planned but not available yet.

Default Note to Client

Prefill the Note on new invoices with a reusable message. Editing a specific invoice note won’t change your default.

Default Email Templates

Set the default subject and body used when you send invoices/quotes by email. You can still tweak per send.

  • Supported placeholders: [FirstName], [LastName], [InvoiceNumber], [Total]
  • Signature: Add a short sign-off with your business name and contact info.

See also: Emailing.

Sync & Privacy

  • iCloud Sync: When enabled in Settings, your branding settings sync across devices.
  • Security: Branding data follows our TNO model with pre-egress encryption just like your documents.

Troubleshooting

  • Logo looks blurry: Upload a larger PNG (≥ 1024px wide) or SVG.
  • PDF colors look dull in print: Choose a slightly deeper shade; some printers desaturate.
  • Email placeholders aren’t filling: Confirm you used the supported tokens exactly and that the invoice has those values.