How do I customize the header on my invoices and quotes?

Go to Settings, Header Customization. You can override six fields that appear at the top of your invoices, quotes, and receipts: display name (DBA), slogan or tagline or license line, address, phone, email, and an extra line for your website or social. Any field you leave blank uses your registered details automatically.

More detail

Each header field works independently: set it and that value prints on your documents; leave it blank and your registered detail is used instead. The phone and email you set here also become the tap-to-call and tap-to-email links your customer sees. Important: the header is captured at the moment each document is created. Documents you already sent keep the header they were created with, so updating your Header Customization changes future invoices, quotes, and receipts only. This protects documents you have already delivered to customers from changing after the fact.