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Before creating your first invoice in PrintsPad, we recommend configuring your business settings. This helps ensure that your invoices contain the correct business information, bank account details, branding, and payment instructions. In this guide, we’ll walk you through the available business settings and show you how to customise your invoices.

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Watch the Video Tutorial

Watch the step-by-step video tutorial to understand how to configure your business settings.

Open Business Settings

Log in to your PrintsPad account and navigate to the Business Settings section from your dashboard.Here, you’ll find the options to manage your business information, bank account details, and invoice preferences.

Configure Your Bank Account Details

We recommend adding your business bank account details before creating invoices.These details can be displayed on your generated invoices, making it easier for customers to identify where to send payments.Enter the relevant bank account information requested in the settings.Make sure the details are accurate to avoid payment-related confusion.
Adding bank account details is optional but recommended. You can skip this step if you don’t want to display bank details on your invoices.
Bank settings

Update Your Business Information

Next, configure your business information.You can manage details such as:
  • Business Name: The name of your business displayed on your invoices.
  • Business Details: Your business contact and address information.
Ensure that your business information is accurate and up to date, as it may appear on your generated invoices.

Customise Your Invoice Prefix

PrintsPad allows you to customise your invoice prefix.An invoice prefix is a combination of letters or characters placed before your invoice number.For example:
  • INV-001
  • PP-001
  • 2026-001
Choose a prefix that suits your business and makes your invoices easier to identify.This helps maintain a consistent invoice numbering format across your business.

Customise Your Invoice Theme Colour

You can personalise the appearance of your invoices by changing the invoice theme colour.Choose a colour that matches your business branding or logo.The selected theme colour will be used in the visual styling of your generated invoices.We recommend choosing a colour that keeps your invoices professional and easy to read.Theme
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Add and Customise Your Invoice Footer

The invoice footer allows you to include additional information at the bottom of your invoices.You can customise it to include details such as:
  • Payment instructions
  • Local jurisdiction
  • Thank-you messages
  • Additional business information, etc
Use this section to communicate important information to your customers.Keep your footer concise and relevant so that your invoices remain clean and professional.Note

Change the default Terms

Here change the default terms and conditions for the invoices and quotations according to your requirements.Terms
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Save Your Business Settings

After configuring the available options, make sure to save your changes.Your updated business information and invoice preferences will now be available when generating invoices.

You're all set!

Your business profile and invoice appearance are now configured, and you can move on to creating your first product or invoice.