Before creating your first quote or subscription, take a few minutes to configure your account settings. This ensures your company information, branding, and billing defaults appear correctly on all customer-facing documents.
All settings in this step are found under Settings.
For a full reference of every available setting, see:
Upload your logo
Your logo appears in the top right of all quotes and the top left of all invoices. Go to Settings > Quoter settings > Quote details > Logo and upload your company logo. Use the vertical slider to adjust the size.
Set your timezone
The timezone you set controls the start and end dates of your subscriptions. Go to Settings > Quoter settings > Quote details > Timezone and select the appropriate timezone for your business.
Add your billing entity
Your billing entity is the company name and address that appears on all quotes and invoices. Go to Settings > Quoter settings > Billing to add or confirm these details.
If your company operates under multiple legal entities, click Create new entity to add them. When creating a quote or invoice, a dropdown lets you choose which entity to bill from.
Set your quote defaults
From Settings > Quoter settings > Quote delivery, you can set a default acceptance method for all new quotes:
E-signature: Both parties sign a PDF quote.
Checkout page: Your customer accepts the agreement through an online checkout experience. Requires a Stripe integration.
You can override the default on any individual quote.
Add your quote signer details
Add a default contact and signer from Settings > Quoter settings > Quote details > Quote signer details.
Signer: Approves and signs the quote. Their name appears in the signature block.
Contact: Typically, the sales rep who provided the quote. Their details appear in the quote header.
A person does not need a Turnstile account to be a contact or signer. You can override the default on individual quotes.
Set your invoice defaults
Default invoice settings control how Turnstile creates, approves, sends, and collects payment for invoices. Getting these right before your first subscription goes active avoids having to chase down incorrectly issued invoices later.
Go to Settings > Default invoice settings to configure your defaults. The most important settings to review are:
Require invoice approval: Toggle this on if you want invoices to require manual approval before they can be issued. Recommended for usage-based billing or any workflow where invoices need a sign-off before going to customers.
Automatically issue invoices: Controls whether invoices are issued automatically on the target issue date or must be issued manually.
Payment collection: Choose whether Turnstile and Stripe collect payment on your behalf, or whether your team handles payment collection manually.
These defaults apply to all new quotes and subscriptions. They can be overridden on individual quotes, subscriptions, or invoices. For the full reference, see default invoice settings.
All articles in the getting started series