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Add your business details and logo

Set up your business profile so your name, address, and branding appear correctly on every document you send.

Mobile app

Business details

  • Tap Home on the tab bar

  • Tap the gear icon in the upper left corner to open Settings

  • Select Business details

  • Fill in your details across these sections:

    • Address - business name, street, city, ZIP

    • Identification - company or tax number; select whether your invoices include tax or not

    • Contact information - contact person, email, phone, website

  • Tap Save

Logo

  • In Settings, select Business details

  • Scroll to the bottom and tap Logo

  • Tap Insert image from camera roll

  • Choose your image - you can crop and rotate it before confirming

  • Tap Save


Website

Business details

  • Go to Settings and click Business details

  • Fill in your details across these sections:

    • Business name - business name, street, city, ZIP

    • Business identification - company or tax number; select whether your invoices include tax or not

    • Contact information - contact person, email, phone, website

  • Click Save

Logo

  • Go to Settings and click Business details

  • Scroll to the bottom to the Signature and logo section

  • Click the upload button and select your logo file

  • Accepted formats: JPG or PNG, max size 2 MB, recommended resolution 600 x 400 px


Note: If you need tax to appear on your invoices, set your company type to VAT Payer or Invoices with VAT in the Identification section.

Note: Changes to business details and your logo apply to the next document you create - they won't update documents that already exist.

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