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Setting Up Your Organization

Configure your company details, logo, and address so your invoices look professional from day one.

Steps

  1. 1

    Go to Organization Settings

    Click the gear icon in the top-right user menu and select Organization Settings.

  2. 2

    Fill in your company name

    Enter your legal company name as it should appear on invoices. This field is required.

  3. 3

    Add your address

    Enter your street, city, postal code, and country. This address will appear on all your documents.

  4. 4

    Upload your logo

    Click the logo upload area and select an image (PNG or JPG, recommended 400×400 px). Your logo appears on invoices and quotes.

  5. 5

    Set your currency

    Choose your default currency. You can still use other currencies on individual invoices.

  6. 6

    Save your changes

    Click Save at the bottom of the form. Your organization is now ready.

Tips

  • Upload a high-resolution logo for professional-looking invoices.
  • You can update your organization details at any time from Settings.
  • Add your VAT number to include it automatically on invoices.

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