Business profile, logo and invoice defaults

Your business profile is how your business shows up in the app and on invoices. Only owners and admins can change it.

Go to Settings → Business (on a phone: More → Business profile). Change what you need and tap Save changes.

Your business

• Business name (shown everywhere) and Legal name if it's different, like your LLC's registered name.
• Type of work and Name for your client work. See Change what your work is called.
• Business structure, like sole proprietor or single-member LLC, and your Current tax year.

Contact & address

Your Email, Phone and address are printed on your invoices so customers know where to find you. When customers reply to an invoice email, the reply goes to this email (or to the owner's email if it's empty).

Your logo

Under Your logo, tap Upload and pick a PNG or JPG up to 2 MB. It shows on your invoices and their PDFs. Replace or remove it any time.

Invoice defaults

A head start for every new invoice. You can still change them on each one.

• Invoice number prefix and Next invoice number, like INV- and 1001. Numbers are given out in order when an invoice is first saved.
• Payment due (days after invoice date). 0 means due on receipt.
• Default sales tax rate (%). Leave it empty if you don't charge sales tax. See Add sales tax to an invoice.
• How customers pay you, like "Zelle to pay@yourbiz.com, or make checks payable to…". It's shown on every invoice and its customer page.