Overview
The first step to setting up your account is to enter your organization's details.
To access this, click on your profile avatar in the top-right corner of the screen. From the dropdown menu, select Account Setup. This will take you to the section where you can view and update your organization's information.
You will enter:
Company Name
Company Address
Phone Number
Administrator Email Address
Tax ID
If you enter your Tax ID, it will be visible on your invoices. This is a requirement in some jurisdictions.
If you don't want your Tax ID visible to customer,s you can leave the default text "Thank you for your business!"
Upload Company Logo
If you don't have a company logo, you can leave this as is
If you upload your company logo, it will be visible on your customer invoices.
Click Save Details when your updates are complete.