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Set Up Company Details

Adding your company details makes your invoices look professional and includes required business information.

Before You Start​

Have these ready:

  • Company/business name
  • Business address
  • Phone number
  • Logo (optional but recommended)
  • Tax ID or registration number (if applicable)

Watch: Company Details (Part 1)​

Watch: Company Details (Part 2 - Basic Settings)​

Steps​

1. Go to Settings​

Click on Settings in the left menu, then select Company Details (or Business Profile).

2. Enter Your Business Information​

Fill in:

  • Company name - Your registered business name
  • Address - Your business address (appears on invoices)
  • Phone - Contact number for customers
  • Email - Business email for correspondence
  • Website (optional)

Upload your company logo. This will appear on:

  • Invoices
  • Quotes
  • Receipts
  • Email communications
tip

Use a PNG or JPG file with a transparent or white background for best results.

4. Tax Information​

If applicable, add:

  • Tax ID / VAT number
  • Tax rates you commonly use

5. Save​

Click Save to apply your changes.

What's Next?​

Now that your company is set up, add your first customer to start doing business.