Branding & company info

Set your company name, logo, theme and contact details so documents, the portal and messages all look like you.

Settings & Configuration

Branding & company info

Set your company name, logo, theme and contact details so documents, the portal and messages all look like you.

Branding & company info

Where to access

Open Settings from the admin workspace.

Related

How it works

  1. Add your company name, logo and contact details.
  2. Choose your visual theme.
  3. Confirm the information that appears on documents and the portal.
  4. Save; your branding applies everywhere automatically.

Tips

  • Consistent branding across invoices, reports and the portal builds a professional, trustworthy image.