Business settings
Your logo, business details, invoice numbers, stock rules, pricing rules and email settings.
When you're done
Have your business details on every quote and invoice.
Business Profile
Upload your logo
It shows on invoices, quotes and the sidebar.
Enter your business name, email and phone
Set your currency and default tax rate
The other sections
- Invoice Settings: number prefix, payment terms, footer, payment link and instructions.
- Stock Behavior: when an invoice takes finished products out of stock.
- Pricing & Profitability: target margin or markup, minimum profit, rounding and fees.
- Notifications: low-stock alerts and overdue invoice reminders.
- Communication Settings: display name, reply-to email and signature.
Tip: Click Save Settings at the bottom of the page when you're done.
Was this guide helpful?
Related guides
Pricing & products
Cost, suggested price and margin
What each number on a product means, and how to set the rules behind the suggested price.
4 min read
Sales & customers
Invoices and getting paid
Send an invoice with your payment link, then record the payment when the money comes in.
5 min read
Account & billing
Plans, billing and canceling
See your plan, update your card, switch plans or cancel.
3 min read
Still stuck?
Send us a note. A real person who uses the app will get back to you.