How to Configure Company Settings

  1. Clickย Settingsย button or go toย Toolsย โ†’ย Settings
  2. Go toย Company Dataย tab
  3. Enter business information:
    • Company name
    • VAT number and tax code
    • Complete address
    • Phone and email
    • Website
  4. Upload company logo (for invoices)
  5. Go toย Generalย tab
  6. Set currency and default VAT rate
  7. Configure PDF export directory
  8. Clickย “Save”