Settings and numbering

Company details

What you put in Settings → General is what appears at the top of every document you send.

Tax rates

Set up the rates you actually charge, and mark one as the default. New lines take the default; any line can override it.

Numbering

Invoice and order numbers are built from a prefix, the year and a sequence — INV-2026-0001. Change the prefix whenever you like; the sequence carries on from where it was.