Settings & Configuration - SemaQuote Help

Question 1

Company Profile Setup: Make Every Quote and Invoice Look Professional

Accepted Answer

Set up your company name, contact details, and business address so your quotes and invoices make a great first impression on every client.

Question 2

Branding and Logo: Create Documents That Look Uniquely Yours

Accepted Answer

Upload your logo and choose your brand colors to create quotes and invoices that stand out and build recognition with your clients.

Question 3

Invoicing Defaults: Save Time on Every Quote and Invoice

Accepted Answer

Configure your default rates, tax settings, payment terms, and late fee policies once, then let SemaQuote apply them automatically to every document you create.

Question 4

Payment Links: Get Paid Faster with Venmo, Zelle, PayPal, and Cash App

Accepted Answer

Add your Venmo, Zelle, PayPal, and Cash App links to invoices so clients can pay you instantly with their favorite payment app.

Question 5

Bank Transfer Setup: Accept ACH and Wire Payments for Larger Invoices

Accepted Answer

Add your bank account details to invoices so commercial clients and larger jobs can pay you directly via ACH or wire transfer.