Billings Pro Help
Index

# About Identity & Rates

Working from the Identity & Rates pane of Billings Pro Preferences, you can specify a logo (for example, your company logo), name, address, bank transaction details, and rates. Your contact details and banking information appear on estimates, invoices, and statements; hence, they must be customized properly as they reflect your business presence.

The first time you open Billings Pro, it looks in your Address Book card (the "Me" card) for basic identity information. You can change that information at any time in the preferences.

Nearly any graphic can be used as your logo, but vector graphics formats, PDF, or Encapsulated PostScript (EPS) work best. The stationery templates that Billings Pro comes with are designed to work with most logos, drawing them at a maximum height of approximately 2/3 inch, or a maximum width of two inches.

You can store your banking information and choose to display it on your invoices. This is useful for clients that utilize bank wire transfers when making payments.

You can enter preferences for rates including billing increments, normal rate, and mileage kind to be used for the worker you are logged in as. The normal rate is the default hourly rate you charge your clients. This normal rate can be overridden on a per-project and worker basis.

When you complete entering all the identity and rates settings, click the Sync button to update this information on the server.

## See also

Changing your name and contact information

Entering your banking information