Add Your Business Info & Logo

Your business details appear on all proposals and invoices you send to clients, so it's important to set these up correctly from the start.

How to Access Business Settings#

Fill in the following information:

Business Name – Your company or trading name
ABN – Your Australian Business Number
Licence Number – Your trade licence number (if applicable)
Phone – Your business contact number
Email – Your business email address
Address – Your business address (start typing and select from the suggestions)

Your logo appears on proposals and invoices sent to clients.

To upload your logo:

Click the logo upload area (or drag an image onto it)
Select an image from your device
Use the crop tool to position your logo – drag to move it, pinch or use the slider to zoom, and pick a shape (Original, Square or Wide)
Click Save logo

Want to tidy it up later? Click Adjust crop under your logo any time.

Supported formats: PNG, JPEG, WebP or SVG, up to 10MB

At the bottom of the Business tab you can control how your estimates, invoices and jobs are numbered and dated:

Next estimate number – Set the number your next estimate will use (for example, start at EST-0200 to carry on from your old system). Sammy keeps counting from there
Estimates valid for – How many days your quotes stay valid. This shows on estimates that don't have a specific expiry date, and it's written into your default terms
Next invoice number – Same as estimates, but for invoices (INV-)
Invoices due within – How many days clients have to pay. New invoices get their due date set this far from the issue date, and it's written into your default invoice terms
Next job number – Same again, for jobs (JN-). Your job number shows on contracts your clients sign in Sammy, so this is handy if you already number your jobs somewhere else.
Show prices inc GST – Turn this on if you'd rather your clients see each line price and rate with GST already added. Every new estimate and every new blank invoice starts with Include GST in prices switched on. It doesn't change anything you've already created, and you can still switch it on or off for any single estimate or invoice

Note: To avoid duplicate numbers, you can only move numbering forward – Sammy won't let you set a number lower than one you've already used.

After making any changes, click the Save Changes button at the bottom of the page. You'll see a confirmation once your details are saved.

Tip: If you have unsaved changes, you'll see an indicator reminding you to save before navigating away.

Once your business info is set up, head to Check Your Basic Trade Customisation to configure how Sammy generates estimates for your trade.