Billable

Branding your documents and securing your account

Add your logo and business details, set a default tax rate and home currency, sign in with a passkey, and know how to leave with your data.

3 min read

Two settings jobs worth doing once: making documents look like they came from your business, and making your account secure enough to stop thinking about.

Step by step

  1. Add your business details — Your business name and address are prefilled onto new invoices, so they only need typing once.
  2. Upload your logo — It appears on the documents you send. If you want a cleaner look, you can also hide Billable’s own branding on them.
  3. Set your defaults — Choose a default VAT/GST tax rate and a home currency. New invoices then start out already correct rather than needing the same two fields set every time.
  4. Secure your sign-in — Set up a passkey for password-free sign-in, or keep using your email and password. Whichever suits you.

Your data

Your invoices, clients and records are yours, and we never sell them.

  1. Open the export — Go to Settings, then Export.
  2. Download what you need — Each record type has its own Export button and downloads as a CSV on the spot: clients, contacts, projects, contractors, contractor assignments, contractor payments, time, invoices, invoice line items, quotes, quote line items, and a manifest of your attached documents.
  3. Keep or hand it over — The files open in any spreadsheet, so they work as a backup or as records for your accountant.
  4. Delete if you are leaving — You can delete your account and data from within Billable whenever you like.

Quirks worth knowing

The small things that trip people up.

Defaults are applied to new documents, not old ones

Setting a default tax rate or home currency changes what new invoices start out with. Invoices you have already raised keep the values they were created with.

Billable's own branding can be hidden

If you would rather your documents carry only your name, you can turn Billable's branding off on them.

Passkeys and passwords both work

A passkey gives you password-free sign-in with nothing to remember; email and password still works if you prefer it. You are not forced onto either.

Branding is per organisation

If you run more than one business, each organisation has its own logo, details, tax rate and home currency — so documents always go out under the right name.

Leaving is a thing you can actually do

Export everything yourself as CSV whenever you like, then delete your account and data if you want to go. No email to us, no waiting, and we do not sell your data.

Exports are per organisation too

Export lives in each organisation's settings, so you always know which business's records you are downloading. Run it once per organisation to take everything.

The documents file is a list, not the files

Attachments export as a manifest with temporary download links. The links expire, so download the files themselves while they are fresh.

More about your brand, your data →

More guides

Tracking expenses and receipts

Snap a receipt, log what you spent in any currency, and export a clean summary for your accountant, all without leaving your phone.

Creating and sending an invoice

Build an invoice with line items, tax and a currency, email it to your client with the PDF attached, and move it through draft, sent and paid.

Sending a quote and turning it into an invoice

Build a quote with a "valid until" date, email it to your client, track whether it was accepted or declined, and convert an accepted quote into a draft invoice.

Still stuck on this?

Send us a message through the support form and a real person will walk you through it — usually within a couple of business days.

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