Setting up your business details

Your business details print on every quote and invoice you send. Ten minutes on them once means every customer sees your business, not a software company.

Business details

Settings → Business details has:

• Business name. Prints at the top of every quote and invoice, and customers see it on their quote page.
• ABN. Your 11-digit ABN. A tax invoice needs it, so add it before you send your first invoice.
• Registered for GST? Yes or no. Yes and your quotes add 10% GST. No and they don't. This is the same answer you gave when you set up, and you can change it here any time (for example, the month you register).
• Phone and email. Printed on your quotes. Replies to your customer emails go to this email, so use one you check.
• Postcode and trading hours.
• Google review link. Paste your Google "Write a review" link and Karven includes it when it asks a customer for a review. See review requests.

Tap Save business details when you're done. Your next quote uses the new details.

Your terms

Your quote terms and payment terms are in Settings → Quote defaults, under the deposit and expiry. They're the fine print on your quotes and invoices: variations, when payment is due, how to pay. Keep them short and plain. A page of legal wording doesn't get read. Tap Save terms when you're done.

For the short wording that sits on the quote itself (warranty, payment terms, what happens next, about us), use Saved wording. See Saved wording.

Your logo and colours

Your logo lives in Settings → Quote look, with a live preview of the top of your quote. Upload a PNG, JPG or WebP up to 2MB, then pick a style and your colour. See it change as you tap.

Bank details

Your BSB, account number and PayID live in Settings → Getting paid. They show under "How to pay" on your quote once your customer accepts (so they can pay the deposit by bank transfer or PayID) and on your invoices. You don't need card payments for that.

Your licence

Search Settings for "licence" to find the Your state licence panel. Pick your state, type your licence number and tap Verify now:

• Queensland: Karven checks the QBCC register for you and shows the result. Tap Verify now again whenever you want a fresh check.
• Every other state and territory: there's no public way for Karven to check automatically yet, so Verify now opens the official register in a new tab for you to check.

See licence checks.

Insurance

Search Settings for "insurance" to upload your public liability certificate. It goes on the footer of your quote PDFs, and a verified badge shows on your public business page.