Getting Started

How to setup my company details?

Last updated: March 21, 2026

Setting up your company details makes sure your business name, address, and logo appear on every invoice and quote you send.

During onboarding (first time setup):

When you create your account, you will be taken to the onboarding screen. Here you will:

  1. Enter your First Name and Last Name.
  2. Optionally upload your Business Logo (JPEG, PNG, GIF, or WebP, max 5MB).
  3. Enter your Business Name.
  4. Enter your Business Address (the field will suggest addresses as you type).
  5. Optionally select your Industry from the dropdown.
  6. Click Create My First Invoice to finish setup.

Updating your company details later:

  1. Click Settings at the bottom of the left sidebar.
  2. Click Business Information.
  3. On this page, you can update any of the following:
    • Business Logo -- Click Choose Image to upload a new logo.
    • Business Name -- The name that appears on your documents.
    • Business Address -- Your company address shown on invoices and quotes.
    • Phone -- Your business phone number.
    • Website -- Your business website.
    • Industry -- Select from the dropdown or choose "Other" to type your own.
    • Default Currency -- The currency symbol shown on all your invoices and quotes.
  4. Click Save Changes to save your updates.

On the Mobile App

During onboarding (first time setup):

The mobile app uses a step-by-step wizard instead of a single form. You will go through these screens one at a time:

  1. Your Name (Step 1/6) -- Enter your First Name and Last Name, then tap Continue.
  2. Business Name (Step 2/6) -- Enter your business name, then tap Continue.
  3. Industry (Step 3/6) -- Pick your industry from popular options or search the full list, then tap Continue.
  4. Business Address (Step 4/6) -- Tap the search field, type your address, and select it from the suggestions. Optionally add a Unit / Suite number. Tap Continue.
  5. Invoice Style (Step 5/6) -- Choose your template layout and color theme.
  6. Business Logo (Step 6/6) -- Tap to upload a logo from your photo library (this is optional). Tap Continue.

Updating your company details later:

  1. Tap the More tab in the bottom navigation bar.
  2. Tap Settings.
  3. Tap Business Information to update your logo, business name, address, phone, website, industry, or default currency.
  4. Tap Save Changes when finished.