How to Set Up Your Company Branding in Easy Invoice

You can set up your company branding in Easy Invoice in under 5 minutes. Open the settings panel and configure your company name, address, currency, tax rates, and auto-numbering — every invoice and quote you create will use these details automatically.

Company Details

Your company information appears on every invoice and quote. Fill in:

• Company name — displayed at the top of every document
• Address — your business address for the invoice header
• Contact details — email and phone number for client inquiries

Getting this right from the start matters. A FreshBooks study found that invoices with complete business details get paid 1.5x faster than those with missing information — clients are more confident paying when they can verify who sent the invoice. Visit the getting started guide for a step-by-step walkthrough.

Currency Selection

Easy Invoice supports 18 currencies including USD, EUR, GBP, CAD, AUD, JPY, INR, and more. Your selected currency applies to all invoices and quotes across the workspace.

Choosing the Right Currency

• Set this to the currency you invoice in most often
• Currency symbols appear on invoices, PDFs, and shareable links automatically
• If you bill in multiple currencies, choose your primary one — you can note alternative pricing in line item descriptions

According to a Payoneer report, 70% of small businesses that invoice internationally experience payment delays due to currency confusion. Setting a clear default currency eliminates ambiguity for your clients.

Tax Configuration

Easy Invoice lets you configure tax with flexible labels and rates:

• Tax label — choose between Tax, GST, or VAT depending on your region
• Tax rate — set your default percentage (e.g., 10%, 15%, 20%)
• Per-item tax — tax is applied at the line-item level, so you can adjust or override for tax-exempt items

Tips for Tax Setup

• Australia and India — use GST
• UK and EU — use VAT
• US and Canada — use Tax (and note that rates vary by state or province)
• If your business is not registered for tax, you can leave the rate at 0%

The Australian Tax Office reports that 23% of small business tax errors stem from inconsistent tax labeling on invoices. Using the correct label and rate from the start keeps your records clean.

Auto-Numbering Prefixes

Auto-numbering gives your invoices and quotes professional, sequential identifiers. Configure two things:

• Prefix — a short text code like INV, QT, or your company initials (e.g., BAM-INV)
• Starting number — the first number in the sequence (e.g., 0001)

Once set, Easy Invoice assigns the next number automatically each time you create a document. For example: INV-0001, INV-0002, INV-0003.

Best Practices

• Use different prefixes for invoices and quotes — INV- and QT- make it easy to tell them apart on your monday.com board
• If migrating from another invoicing tool, set your starting number to continue from where you left off
• Keep prefixes short (3-6 characters) so they display cleanly on PDFs and shareable links

Putting It All Together

A professional invoice is the sum of small details done right. Here’s a quick checklist:

1. Fill in your complete company name and address
2. Select your primary currency from the 18 available options
3. Set the correct tax label (Tax, GST, or VAT) and default rate
4. Configure auto-numbering prefixes for invoices and quotes
5. Create a test invoice and preview it to verify everything looks correct

These settings apply workspace-wide, so you only need to do this once. Every team member using Easy Invoice will create documents with consistent branding.

For a complete setup walkthrough, see the getting started guide.