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Everything here appears on documents your clients and vendors read, or governs how money is calculated. Worth twenty minutes once, before you send the first invoice. Settings → Studio.

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General

Studio name — shown at the top of the sidebar and on documents. URL slug — lowercase letters, numbers and hyphens.

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Business info

Shown in the header of invoices and purchase orders. Studio logo — PNG with a transparent background, or SVG. Renders around 20px tall, so a square or horizontal mark works better than a full lockup. A live sidebar preview sits underneath. Show studio name in the sidebar — with a logo set and this off, the sidebar shows only the mark. With no logo, the name always shows.

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Currency & locale

Currency, Date format, Timezone. Used across all financial documents and calculations. Set before you cost anything — currency is not a display preference, it is the unit every number is in.

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Payment settings

Shown in the footer of invoices — how and when to pay.
The payment note is the cheapest debt-collection tool you have. An invoice that tells the client exactly how to pay gets paid sooner than one that makes them ask.

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Invoice numbering

Assigned automatically in sequence. Prefix (letters and numbers only), Format (e.g. Prefix · Year · Number), Start from — for a new studio, or after migrating so your sequence continues rather than restarting. A live preview shows the result.

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Procurement fee label

How your studio refers to the markup charged on schedule items. Used as the line-item name when an invoice is built from a schedule — so this is the wording the client reads next to your margin. Procurement Fee is the default; studios that describe it differently should change it here rather than editing every invoice.

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Invoice defaults

Which optional columns appear on new invoices. Always visible: description, unit, unit price, amount. Then:
Markup (shown to client) is the one to think about before turning on. It is the difference between a client seeing Procurement Fee £4,200 and seeing exactly what you paid for every sofa.
Turning Brand & model off hides your sourcing from the client — dimensions and finish still show, so the specification stays readable, but the trail back to the supplier does not. Studios that have been disintermediated once tend to turn it off.

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Member access

What team members on the Member role can see. Owners and admins always see everything.
  • Project budgets — budgets and budget analysis on project pages.
  • Schedule costs & margins — trade prices, markup and profit columns.
  • Finance section — whether Finance appears in their sidebar at all.