Set up your business profile and logo

Open Settings from the menu to see your Business Profile. What you enter here appears on every invoice and quote you create.

Branding

• Business logo: click Upload logo (or Change logo). Use a PNG up to 512KB.
• If you see “Could not read that logo”, the file is not a readable image or is too big. Try a smaller PNG.

Business details

Fill in Business name, Email, Phone and Address.

Defaults

• Default currency: new clients and documents start with it.
• Default tax preset: the tax chosen automatically on new documents. See Set up tax presets.
• Timezone: used to work out when an unpaid invoice becomes overdue.

Other settings on the same page

• Document numbering. See Number your invoices and quotes.
• Payment Gateways. See Let clients pay with eSewa.

Click save when you finish. You see “Business profile saved.” Admins and owners can change these settings. Staff can only view them.