Company Settings

Manage your company profile, contact information, address, and logo.

The Company Settings page lets you manage your organization’s profile information that appears on invoices, documents, and throughout the application.

To access Company Settings, navigate to Settings > Company.

What You Can Do

From this page, you can view and edit the following company details:

  • Organization Name: Your company’s display name

  • - Phone: Main company phone number

  • - Fax: Company fax number

  • - Email: Company email address (appears on invoice headers and documents)

  • - Website: Your company’s website URL

  • - Street Address: Full mailing address including Street 1, Street 2 (optional), City, State, and Zip Code

  • - Company Logo: Upload or change the logo that appears on invoices and documents

How to Edit

  1. Navigate to Settings > Company

  2. 2. Click the edit icon in the top-right corner of the Company Details card

  3. 3. Update the desired fields

  4. 4. Click Save to apply your changes

Your company information will be reflected across all generated documents, invoices, and estimates.