Company Configuration
Set up your company profile and business settings
Company Profile
Navigate to Settings → Company to configure your business information:
Company Name
Your official business name
Logo
Upload logo (appears on invoices)
Address
Primary business address
Phone & Email
Contact information
Website
Your company website URL
Business Hours
Define your operating hours for each day of the week:
Go to Settings → Business Hours
Set start and end times for each day
Mark days as closed if applicable
Add special hours for holidays
Service Areas
Define the geographic areas you serve:
Tax Settings
Configure tax rates for your services:
Default Tax Rate
Standard rate applied to invoices
Tax-Exempt Services
Mark services as non-taxable
Multi-Jurisdiction
Different rates by location
Tax ID / EIN
Your business tax number
Invoice Settings
Customize your invoices:
Invoice Format
Number prefix and format
Payment Terms
Net 15, Net 30, etc.
Late Fees
Late payment penalties
Default Notes
Standard terms and notes
Branding
Customize the look of customer-facing documents:
Brand Color
Invoice Template
Email Templates
Customer Portal