A few things are worth setting once so Mucka doesn't ask you the same questions on every quote and invoice. They live in one place.
Where they live
Head to Settings → Workspaces and pick the Business sub-tab. (Workspaces is the building icon, owner and admin only.)
You'll find:
- Trade: pick what your business does (boiler installs, electrics, general building, landscaping, etc.). Sets the job-type list Mucka offers when scheduling work.
- VAT rate: defaults to 20%, change if you're zero-rated, reverse-charge or trading in a different rate. Mucka uses this on every quote and invoice unless overridden per line.
- Payment terms: the default due date for invoices (e.g. "Net 30", "Net 14", "due on receipt"). Mucka pre-fills new invoices with this.
- Quote footer: the small print that appears at the bottom of every quote PDF. Use this for "prices valid for 30 days", warranty wording, anything standard.
- Invoice footer: same idea for invoices. Often used for bank details if you're not pre-filling them on each line.
Hit save and Mucka uses these going forward. Existing quotes and invoices keep whatever was on them when they were sent, the change only affects new ones.
What's not yet here
A few things you might expect that aren't built yet:
- Per-engineer labour rates. Day rates and hourly rates per engineer. Coming. For now, type the rate per line on each quote.
- Multi-currency. Mucka is GBP only today. Single currency per account.
- Per-client default terms. Sets one client to Net 60 while everyone else is Net 30. Workaround: edit the terms manually on each invoice for that client.
If any of these would change how you work, open a feature request and Mucka will log it.
Common gotchas
- VAT-registered or not? If you're not registered for VAT yet, set the rate to 0% and remove "VAT" labels from the footer. When you do register, swap to 20% and update the footer to include your VAT number.
- Footer text shows on every quote. Test by previewing one new quote after you save, to make sure the wording reads right at the bottom of the PDF.
- Trade change mid-business. If you expand from plumbing to general building, your job-type list grows. Old jobs keep their original type.