The tabs
- Business — trading name, registration and VAT numbers, address and contact details shown on every document.
- Branding — logo, colours and whether the QuipDesk credit shows on your PDFs (Business plan).
- Numbering & terms — prefixes, next numbers, quote validity, default notes and terms (HTML supported).
- Payments — banking details, payment rules and part-payment settings.
- Email — templates, sending and providers, delivery health and the delivery log.
- Modules — switch off parts of the system you don't use, such as projects or time tracking.
- Team — invite colleagues and set their role.
- Custom fields — extra fields on documents and clients.
Multiple businesses
One login can run more than one business. Each workspace keeps its own branding, numbering, clients and gateway accounts. Switch between them from the account block at the bottom of the sidebar.