Customizing your business profile
Learn how to customize your business profile to ensure your estimates and invoices are branded with your company information, including custom logo, team email address, and team phone number.
Note that the information described below applies to the business as a whole, and may be different from your individual user profile.
- Tap on the … icon to reveal the overflow menu
- Tap on Business Profile
- Tap on EDIT
- To set your logo, tap on CHANGE LOGO or tap on the image and select your logo
- Scroll down and fill in the appropriate cells for your BUSINESS INFORMATION, BUSINESS ADDRESS, BUSINESS PAY PERIOD, and LANGUAGE & DATES. The business information, along with your logo, will appear on all outgoing estimates and invoices. The business email is also important for account recovery and data export purposes, including exporting timesheet data.
- Tap on SAVE. The changes will now appear on all estimates and invoices
