Set up your business profile

Add your company information

1. Open Settings → Business Profile.
2. Under Organization Information, enter your Company Name and complete the business details that apply to your organisation.
3. Under Physical Address, enter your street address and the rest of your business address.
4. Review the other contact and document settings on the page, then select Save Changes.

Apply your branding

Open Settings → Branding to manage the workspace logo and colours. Check the result after saving. If you use quotes or invoices, preview a document to confirm the business details display as expected.

Next step

Invite your team. If you need to continue invoice numbering from a previous system, configure the next invoice number before creating your first live invoice.