Set business information
Control the identity and contact details shown on documents and emails.
Open in Invoice AuraWhat to do
- 1
Open Business Information
Choose the profile type.
- 2
Add business details
Enter names, email, website, address, phone, fax, tax ID, and notes.
- 3
Add custom fields
Use label and value pairs for extra public details.
- 4
Save changes
Future documents and emails use the updated profile.