Setting up your company profile & branding

Your business details and logo show up on every invoice and estimate you send, so it's worth setting these up before your first one goes out.

1. Open the account menu (your name, bottom of the sidebar — on a phone, tap the menu button first) and click Settings.
2. Choose Business details under the Company section.
3. Fill in your Business name (required), plus Tax ID and address if you'd like them to appear on documents, and click Save changes.
4. Click Upload logo, or drop an image on the logo box. It saves straight away, and shows on your documents, PDFs and at the top of the sidebar.
5. For its color and layout, follow Edit branding.

Run more than one business? On a paid plan, Add a business gives each its own name, address, logo and branding, and you choose which one sends each invoice or estimate at the top of the editor.