Finance Settings

These are the defaults every new quote and invoice starts from. Changing a number here never rewrites a quote or invoice that's already been saved - each one keeps the fee, tax, and bank details it was created with.

Pricing defaults

Standard agency fee (%) (applied on top of cost unless a quote or service overrides it) Default tax rate (%) (Kenyan VAT is 16% at the time of writing) Default currency Minimum acceptable margin (%) (a quote priced below this is flagged before it can be marked "sent")

Document defaults

Quote validity (days) Invoice due period (days)

Company details

Printed in the metadata block of every quote and invoice.

KRA PIN Company registration number Registered address

Invoice payment details

Shown only on invoices - never on quotations.

Bank name Account name Account number Branch Swift code Additional payment instructions