Document settings defines the Business details and defaults used in commercial documents. Review these before sending a Quote or issuing an Invoice so the Customer sees the intended seller, address and payment instructions.
Review the document settings
- Open Business Settings and choose Documents.
- Check the seller or trading name and address.
- Review the email and phone used on documents. Keep any intended Business-detail links or explicit overrides clear.
- Enter registration identifiers only where they apply to the Business.
- Choose the Business’s actual VAT status and applicable document settings. A UK address alone does not determine tax treatment.
- Review numbering prefixes and the defaults offered for new documents.
- Enter the payment instructions and terms you intend Customers to receive.
- Choose Save Document Settings and check the confirmation.
A Company registration number is separate from a VAT number. Preserve letters and leading zeroes when copying an identifier from the Business’s records.
Sign for the Business
In Document design, turn on signature lines under Signatures and enter the signatory name. Choose Name In Script or Drawn, and add the signature when drawing it. Quotes and Variations use this Business signature in the acceptance block. Document design saves as you go.
Check defaults before issue
Default due or validity periods help with new Invoice and Quote drafts where configured. Still review the dates, recipient and wording on the individual document before publishing or issuing it.
Material markup is a separate pricing default. Check whether you are editing a percentage, a unit cost or a Customer charge; changing a markup does not itself agree a new price with a Customer.
What happens next
New drafts use the applicable defaults. Published Quotes and issued Invoices keep the Business details, branding and document contents fixed for the published or issued version. Later profile or settings edits do not update those older Customer documents.
If something goes wrong
If a draft says the Business document setup is incomplete, return here and complete the missing fields. If the document still shows different details, check whether it has an explicit override or was already published. Review uncertain tax details with the person responsible for the Business’s records rather than selecting a value simply to continue.