Set Up Your Business Profile
Your business profile information appears on every invoice, quote, and booking confirmation you send.
How to Edit Your Profile
- Go to Settings from the sidebar
- Under Business Profile, fill in:
- Business name — your trading name
- ABN — Australian Business Number (validated automatically)
- Email and phone number
- Address — street, city, state, and postcode
- Website (optional)
- Click Save Changes
Upload Your Logo
Your logo appears on PDF invoices and quotes. To add it:
- Click the logo area in your business profile
- Upload a PNG or JPG image
- We recommend a square or landscape image at least 200px wide
Set Up Payment Details
Under Payment Methods in Settings, configure how clients can pay you:
- Bank Transfer — BSB and account number
- BPAY — your biller code
- PayID — email, phone, or ABN
- Credit/Debit Card — connect Stripe (see our Stripe guide)
These details appear on your invoices so clients know exactly how to pay.