Settings and Branding

Connect Stripe

In Settings, the client connects their Stripe account to turn on Pay Now links. Payments go directly to their Stripe account; we never hold the money. Without Stripe, invoices still work and can be marked as paid by hand.

Business Details

Business name, phone number, business address and currency, shown on every estimate and invoice.

Branding

• Business Logo: up to 2MB. A PNG with a transparent background looks best.
• Brand Color: used for buttons and accents on documents and emails.

Review Requests

Add a Google Business Profile URL (and optionally a Yelp URL) and turn on review requests. When an invoice is paid, the customer gets an email asking for a review. If the client also has Reputation Management, it sends the request instead, so customers only get one.