Settings

Your details.

Letterhead

Printed under your name as: Address · Telephone · Email

Payment

Charge VAT by default

Terms

Chase unpaid invoices

CIS (construction industry scheme)

Only needed if you invoice contractors as a subcontractor. Leave it as not applicable and CIS stays out of the way.

CIS deduction is calculated for reference — always confirm with your contractor and accountant.

Numbering

The next number in each series. Numbers are taken when a document is first saved and never reused.

Design and branding

Five sheet designs, any accent, your logo

Free prints the Classic sheet in pewter. Platinum adds Ledger, Bold, Compact and Mono, any accent colour and your logo.

See Platinum

Account and plan

You are working on this device only. Sign in to sync your book and take Platinum with you.

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Your data

Take a copy of everything on this device, or clear it for good.

Privacy · Terms · Refunds · QuoteCo is a document generator, not legal or tax advice.

Defaults fill in every new estimate and invoice. On Platinum they follow you to any device you sign in on.