Basics
Step 1 / 3
Profile — studio / freelancer
Your identity, tax IDs and bank details. Carries onto the invoice. Save reusable profiles in Settings.
Prints on the document headers — summary, invoice and receipts.
Tax IDs
Bank details
Prints beside the bank details for scan & pay.
Step 2 / 3
Client details
Who this document is billed to. Save reusable clients in Settings.
Step 3 / 3
Project details
The document type, project number, code and brief. Templates replace everything here except the date.
Technical notes — numeric lines