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Keeping your business details up to date

Your account page holds the details customers may see on invoices and emails. It is worth reviewing them once when you start.

  • Logo and Branding colors.
  • Contact details - business name, email, phone and website.
  • Support reply-to - the name and address that replies to customer emails go to.
  • Billing address.
  • Tax - the default tax rate pre-filled on new invoices.

Changes apply to documents created from then on. Invoices already sent are not rewritten.