Articles on: Billing & payments

Set up your documents: numbering, logo, footer and seller details

Every new quote and invoice takes its number, logo, footer and seller details from your document settings in Settings › Sales › Payments & documents. It is worth setting these up once, before you send your first quote or invoice, so that every document looks right from the start.



  1. Open Settings › Sales › Payments & documents and go to the Documents tab.
  2. Under Default settings, choose the Currency, the Payment deadline and whether Tax support is on.
  3. In Documents numbering format, set the numbering pattern, for example ##/MM/YYYY.
  4. In the Invoices block and the Quotes block, add a Prefix and a Suffix if you want them. Document numbering preview shows what the result will look like.
  5. In each block, write a Footer note of up to 1,000 characters, for example your payment terms on invoices and the validity and conditions on quotes.
  6. If documents should show a different logo from your main one, turn on Use a different logo on documents, upload a Documents logo and set its Width. To show no logo at all, turn on Hide the logo on invoices and quotes.
  7. On the Seller details tab, enter your name or company name, your address and your Tax ID / VAT.
  8. Select Save.


The Documents tab: default settings (2), numbering format (3), prefix and suffix (4), footer note (5) and logo options (6).


The Seller details tab (7) and Save (8).


Quotes and invoices are numbered separately


The Invoices and Quotes blocks are set up independently, so quotes and invoices each have their own number series and their own footer.


A document gets its number only when you issue it. Until then, a draft shows New draft Quote where the number will be.


Zendo puts the footer note into the Note of every new quote or invoice. To change it on one document only, edit that document's Note in the editor. See Edit a quote or invoice.


Settings you can change on an individual quote or invoice


The currency, the payment deadline and the tax setting are only defaults, and you can change them on each quote or invoice. A document created from a service takes the currency and the VAT setting from that service instead.


The Number format setting decides how amounts are written. It applies to every document and PDF and cannot be changed for an individual quote or invoice. If you change it later, documents you have already issued keep the old format.


The date and time formats for documents are set separately, as Document date format and Document time format in Settings › Workspace › General. See Set your workspace name, address and formats.


Which logo appears on documents


Quotes and invoices show your main logo, unless you turn on Use a different logo on documents. PDFs and emails always use the main logo, never your dark mode logo. To leave the logo off altogether, turn on Hide the logo on invoices and quotes. See Put your logo, favicon and app icon in place.


Who the document is from and to


Zendo does not fill in any seller details for you. If you leave them empty, your quotes and invoices do not say who issued them.


Your seller details fill the From block on every document, and the client's profile fills the To block. Both can be changed for an individual quote or invoice in the editor, which lets one workspace issue documents under more than one company or person.



Updated on: 09/11/2026

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