Help Center

Company settings

Set your company profile so it appears correctly on every document.

Edit your company profile

  1. Go to Account Settings → Company.
  2. Add your logo and set the Company / Legal name and Company Type.
  3. Set your Timezone, EIN / Tax ID, and State License #.
  4. Fill in contact details and addresses (you can set a separate billing address).
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Company settings FAQ

Where do these details appear?

Your logo and company information appear on estimates, invoices, and other customer-facing documents.

Can I bill to a different address?

Yes — enable the separate billing address option in Company settings.