Company details and logo on your documents
Set your company name, address, tax number, logo and brand colour, which print on invoices, quotes, receipts and payslips.
What you enter in Settings is printed at the top of every document you send: invoices, quotations, orders, receipts and payslips. A preview on the right shows how it will look as you type.
Steps
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Open Settings. In the menu on the left, under Account, click Settings. You land on the Company tab.
Open Settings -
Check the company profile. Fill in the Legal name if it differs from the short name, plus the address, phone, email, website and Tax number (VAT, GST, NTN or EIN). Empty fields are left off documents.
Company profile -
Add 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. Pick a Brand colour for your company name too, or leave it empty for black.
Add your logo -
Check the preview and click Save. The preview shows the top of an invoice with your logo and details. From now on every new PDF and printout uses them.
Check the preview and save
Tip To remove the logo, tick Remove logo and click Save.
Good to know
- Only owners and admins can change these settings.
- Your company's currency and country were set when you signed up; see How do I change the currency?.
- Document numbers (INV-0001 and so on) are set on the Numbering tab.