Clients judge professionalism from the PDF. Start with a complete company profile.
- Open Setup → Settings → Company Information.
- Fill legal name, address, VAT/tax ID, phone, and email.
- Upload a clear logo (PNG/JPG, ideally under 2 MB).
- Set invoice prefixes, next number, currency, and default due days under Finance settings.
- Send yourself a draft PDF and check margins, logo size, and footer.
Consistency
Reuse the same logo and legal footer on proposals and estimates. If a PDF looks blank or cropped, re-upload the logo and regenerate. Keep numbering sequential for accounting exports.