Set up your business, logo and sending address
The five things every document and email takes from Settings.
- Settings → Business: your display name, address and phone. These print on every invoice, quote and statement.
- Upload your logo (PNG, JPG or SVG). It is shrunk to fit and appears on documents and in the emails you send.
- Pick your colours. They theme the app for your team and the documents your clients see.
- Settings → Email: the address your documents are sent from and the name your clients see. Until this is set you cannot email an invoice or quote.
- Settings → Books & tax: your default sales-tax rate and, if you want, the prefix and next number for invoices and quotes.
Every one of these can be changed later; documents already issued keep the details they were issued with.
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Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.