Settings
Set up company details, branding, messaging defaults, exports, sync, and security. Changes apply to new documents unless noted.
Encrypted by Default
All data is stored locally and encrypted at rest. When you export (CSV/PDF/ZIP) or share, you’ll confirm first since the file leaves the encrypted container.
Company
- Company name, email, phone, address, website — shown on invoices (and statements if enabled).
- Default tax rate (%) — used for new line items; existing items are not changed.
- Hourly Rate — global default for new service items. Editing does not retro-change existing items or invoices.
Company Info Under Logo
Choose which contact fields appear beneath your logo and drag to reorder. Useful for keeping PDFs clean while still discoverable.
Live Links in PDF
- Make website tappable (
https://) - Make email tappable (
mailto:) - Make phone tappable (
tel:)
Links are embedded in the generated PDF and the live preview.
Statements Branding
Toggle branding on Client Statement PDFs (logo, contact info, footer). Helpful when statements go to accounting teams.
Logo
- Upload PNG — transparent PNG recommended (~700px wide) or SVG for sharp print.
- Logo Scale / Vertical Offset — fine-tune size and position in the PDF header.
Paid Stamp
- Stamp selection — choose a style.
- Position — pick preset positions or enable drag placement.
- Color / Opacity / Scale — tune appearance on preview & PDF.
“Overdue” stamps are on the roadmap.
Messaging
- Default note to client — pre-fills the Note on new invoices.
- Subject template and Body template — defaults for share/send.
- Placeholders —
[FirstName][LastName][InvoiceNumber][Total].
Customize templates in Settings → Email. See also: Emailing.
Reports & Exports
Open the Reports hub to preview and export PDFs/CSVs. A “Heads-up” dialog and authentication protect against unintentional unencrypted exports.
Details: Reports & Exports.
iCloud Sync
Keep data in sync across your devices. When enabled, data uses pre-egress encryption — encrypted before it leaves your device — following our TNO model.
Security
- Hide App Preview in Switcher — blur the recent-apps snapshot.
- Re-auth grace period — choose how soon the app asks for Face ID/Touch ID again after backgrounding.
Backup & Restore
Create secure backups and restore when needed. Exports may include unencrypted data; you’ll be asked to confirm and authenticate.
About
View app version and build number.