Set Up Your Company

Configure the business details used throughout Invoday and on client documents.

Before you start

Have your legal business details, tax number and logo ready.

Settings → Company Profile

Navigate to the relevant workspace area.

Enter your legal and contact details. Review the information shown before continuing to the next step.

Upload your business logo. Review the information shown before continuing to the next step.

Save and preview a client document. Review the information shown before continuing to the next step.