Getting started

How do I set my company details?

Go to "Settings" in the menu. Here you'll find a section for your company profile. Fill in your company name, address, email, phone number, registration number, and tax number. These details appear automatically on all your quotes, so you don't have to enter them again each time.

Make sure your registration and tax numbers are entered correctly. On a quote these details have to be right: a customer or accountant may check them. If you're a sole proprietor, your tax number may be based on your personal tax ID; that's what shows on quotes.

You can adjust your company details at any time. Moving to a new address or changing your phone number? Update it in the settings and all new quotes automatically use the new details. Existing quotes you've already sent don't change.

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