How to set up your business details

Topic

Your business details appear on every quote, invoice and purchase order you send — so it's worth getting them right before you send your first document. This is where you add your name, address, contact details, GST number and logo.

Instructions

1. 1
   Go to Defaults → Business in the sidebar.

   This is your company profile — everything here flows onto your PDFs and email footers.

2. 2
   Enter your trading name, address, phone and email.

   The address uses structured fields (street, suburb, city, region, country) so it renders cleanly on documents.

3. 3
   Add your GST number and default payment terms.

   Payment terms pre-fill on new invoices and purchase orders, and the GST number shows on the letterhead.

4. 4
   Upload your logo.

   Use your own business logo — it becomes the letterhead on your quote, invoice and PO PDFs. PNG or SVG on a transparent background works best.

5. 5
   Click Save.

   You'll see a confirmation once your changes are stored.

Additional Information