Set up your company profile and logo
Add your company details, logo and brand colour, so every invoice, quotation and receipt looks like yours.
Your company details and logo are printed on every invoice, quotation, purchase order, receipt and payslip. Set them up once, on day one.
Steps
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Open Settings. It is under Account at the bottom of the menu. You start on the Company tab.
Open Settings -
Fill in the company profile. Check the Company name, add the Legal name if it is different, and the address, phone, email, website and Tax number.
Company profile -
Upload your logo. Under Branding, choose a PNG or JPG of up to 1 MB. A wide logo on a white or clear background prints best.
Upload your logo -
Pick a brand colour. It is used for your company name on printed documents. The Preview shows how they will look.
Brand colour and preview -
Click Save. Documents you print or email from now on use the new details.
Note Only owners and admins can change company settings.
Good to know
- On the same page, owners can require two-factor login for everyone, download all company data, or ask to close the account.
- Change how document numbers look in the Numbering tab. See Change document numbering.