Business Profile

Your business profile contains information that appears on invoices and other documents. Set it up so your invoices look professional.

Access Business Profile

1. Click Organization in the sidebar
2. Click Business Profile

Business Information

Fill in your basic business details:

Field	Description	Shows On Invoice
Business Name	Your company or store name	Yes
Legal Name	Official registered name (if different)	Yes (if set)
Tax ID	VAT number, business registration, etc.	Yes
Email	Business contact email	Yes
Phone	Business phone number	Yes

Business Address

Enter your business address. This appears on invoices.

Field	Description
Street Address	Street name and number
City	City or town
State/Province	State, province, or region
Postal Code	ZIP or postal code
Country	Country name

Business Logo (Feature in Development)

Add your logo to make invoices look professional.

1. Click Upload Logo
2. Select an image file
3. The logo preview appears
4. Click Save to confirm

Logo Guidelines

• Format: PNG, JPG, or SVG
• Size: Maximum 2 MB
• Dimensions: At least 200x200 pixels
• Background: Transparent PNG works best

Tip: Use a square or horizontal logo. Very tall logos may look small on invoices.

Invoice Settings

Customize how your invoices look:

Setting	Description
Invoice Prefix	Text before invoice number (e.g., “INV-”)
Default Payment Terms	How many days to pay (e.g., 30 days)
Default Notes	Text that appears on every invoice

Bank Details

Bank details are not on this page. Go to Organization → Billing and add a bank name and account number pair there:

1. Click Add account
2. Pick a bank from the list, or choose Other and type the bank name
3. Enter the account number
4. Click Save Bank Accounts

Add as many bank name and account number pairs as you need. Every pair prints at the bottom of invoices.

Security: Bank details are only shown on invoices. They are not visible to anyone who does not have access to your invoices.

Save Changes

After making changes:

1. Scroll down
2. Click Save Changes
3. A success message confirms your changes

Changes apply to all new invoices. Existing invoices are not changed.

Preview Your Invoice

To see how your invoice looks:

1. Go to Orders
2. Click on any order
3. Click View Invoice

This shows you how your business profile appears on invoices.

Tips

Tip: Keep your business information accurate. Wrong contact details cause payment delays.

Tip: Add bank accounts under Organization → Billing so customers can pay easily. Missing payment information leads to questions.

Tip: Upload a high-quality logo. Blurry logos look unprofessional.

Common Questions

Will changes affect old invoices? No. Only new invoices use the updated information.

Can I have different profiles for different customers? No. All invoices use the same business profile.

Can I add custom fields? No. Use the notes field for additional information.

What if I do not have a tax ID? Leave it blank. It will not appear on invoices.

Next Steps

• Working with Invoices - Create and send invoices
• Organization Overview - Other organization settings