Company Profile

Your company profile information appears on invoices, emails, and the client portal.

Editing your profile

1. Go to Settings (sidebar, bottom)
2. Click the Company tab
3. Fill in:
   • Company name — your business name
   • Email — your business email address
   • Phone — your business phone number
   • VAT number — your tax identification number
   • Address — your business address (appears on invoices)
   • Logo URL — a link to your company logo
4. Click Save Changes

Invoice defaults

Under the Invoice Defaults tab, configure:

• Invoice prefix — the text before the number (e.g., “INV-”)
• VAT rate — default percentage applied to new invoices
• Currency — EUR, USD, GBP, etc.
• Payment terms — default number of days until due
• Bank details — account info shown on invoices

These defaults are applied when creating new invoices but can be overridden per invoice.

Tips

• Fill in your VAT number and address before sending your first invoice
• Upload a professional logo to make invoices look polished
• Set your default payment terms to match your business policy (e.g., 14 days, 30 days)