How to set up your company details and logo

Your company details appear on every enquiry, quote and invoice a client receives, so it's worth setting them up before you send your first one.

Update your company info

1. Go to Settings, then select Company under Business.
2. Under Company info, set your Company name.
3. Under Trade, select every trade that applies, for example Plumber or Electrician.
4. Set your Location, for example Manchester.
5. Select Save.

Add your business address

Under Address, fill in Address line 1, Address line 2 (optional), City / Town and Postcode. This is required on UK VAT invoices, so add it even if you're not VAT registered yet, you'll need it later.

Upload your logo

1. Under Branding, select Upload logo.
2. Choose a PNG, JPG or WebP file, up to 2 MB.

Your logo appears on quotes and invoices sent to clients. To change it, upload a new file, it replaces the old one. To remove it entirely, select Remove.

Frequently asked

Where else do I set my address, in relation to payments?

Your address sits in its own Address section on the same Company settings page. Your bank details for invoices live further down, under Payment details, on the same page.

Does everyone on my team see these settings?

Yes, everyone can view them. Only the account owner can change them.