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Workspace Setup1 min readUpdated 2026-03-27

Workspace setup checklist

The settings that have the biggest downstream impact on documents, payments, and team coordination.

Brand and workspace identity

Your workspace settings control the business name, logo, sender identity, and other defaults that show up throughout the product.

Before sending anything to a client, confirm that public documents look and feel like your business.

  • Business name and logo
  • Default currency
  • Invoice footer and payment messaging
  • Email sender identity
  • Team members and permission levels

Financial defaults worth deciding early

  • Default payment terms
  • Whether deposits are common in your business
  • Which services should be reusable catalog items
  • How you want taxes and fees to appear on documents
  • Whether Stripe should be connected before your first invoice goes out

Before inviting the team

Clean settings matter more than a bigger team. Invite teammates after the workspace structure is stable enough that they are not learning on moving ground.

  1. 1Finish the setup checklist on the overview screen.
  2. 2Create one sample or live client workflow.
  3. 3Invite teammates with the minimum role they need.
  4. 4Document any internal rules your team should follow.