Learn the basics of setting up your business profile, configuring payment methods, and customizing invoice defaults to get your invoicing system ready.
Learn the basics of setting up your business profile, configuring payment methods, and customizing invoice defaults to get your invoicing system ready.
Navigate to the Business Settings page
Fill in your company information and logo
Configure default payment methods (bank transfer, PayPal, etc.)
Set up invoice numbering and default terms
Review, save your settings and refresh page
Upload a high-quality logo for professional invoices
Set payment terms that work best for your cash flow
Turn on notifications to get push notifications