Setting Up Your Business Profile

Your business profile appears on all invoices, quotes, and agreements you send to clients.

Required Information

Navigate to Settings > Business Profile to add:

• Business Name: Your company or trading name
• Email: Your business email address
• Address: Full business address
• Phone: Contact number (optional)
• Tax Number: VAT number or tax ID (optional)

Why It Matters

A complete business profile:

• Makes you look professional
• Builds client trust
• Ensures legal compliance
• Enables proper invoicing

Logo Upload (PRO)

PRO users can upload a custom logo that appears on all documents.

Recommended specs:

• Format: PNG with transparent background
• Size: 300x100px maximum
• File size: Under 500KB

Bank Details

Add your bank details so clients know where to send payments:

• Account Name
• Sort Code
• Account Number
• IBAN (for international clients)