Document settings
For owners. Settings → Documents sets how a quotation or invoice looks when you export it as a PDF or Excel file. It doesn’t change the till’s receipts; those are under Settings → Receipts.
The settings
Section titled “The settings”- Show logo, Show registered address, Show phone number, Show KRA PIN / tax number: which of your business details appear at the top. They come from Settings → Business Info, where the logo is uploaded too.
- Repeat header on every page: on a document longer than one page, repeat the business name, logo and address at the top of each.
- Date format: how dates are written, such as DD/MM/YYYY (12/10/2026).
- Accent color: the colour of the document’s title, table header and total.
- Footer / terms: printed at the bottom of every quotation and invoice, such as payment terms or your bank or Paybill details. An invoice can override it with its own Footer Override (optional).
Select Save changes. The next document you export uses them.
Check how it looks
Section titled “Check how it looks”Open a quotation or invoice, select Preview PDF, and look before saving:
Download PDF then saves it. Nothing is written to disk until you do.