Settings
Business Profile and invoice readiness
Keep the sender details used on invoices accurate and understand which fields are required.
Updated August 22, 2026
Your Business Profile is the source for the sender information printed on invoices and used in notification sign-offs. Treat it as a professional identity record, not just a setup checklist.
Prepare your profile
- 1Open Settings → Business Profile.
- 2Enter your business name, business email, and country at minimum.
- 3Add address, tax label/value, logo, and other business details when they apply to your invoices.
- 4Save, then return to New Invoice. The invoice wizard should now be available when all required fields are present.
Note:Changing profile details affects future generated PDFs and outgoing messages. Review a draft invoice after updating them.
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