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Manage business details [Mobile]
Manage business details [Mobile]

Edit your business details on the mobile app

Michelle avatar
Written by Michelle
Updated over a week ago

The business details section is where you enter your general business information which will appear on your invoice and quotes such as business name, ABN, business email address, and physical address that appears on invoices and quotes.

To edit Business details in invoices

1) Navigate to Invoice templates page by tapping More

2) then Invoice templates

3) Tap on the template to be updated

4) Tap Logo and brand details to enter the business details for this invoice template

5) The business details section will appear where you can change the logo and update the business details

6) Tap Save

To edit Business details in quotes

1) On the Menu section, tap Quote templates

2) Tap on the template to be updated

3) Tap Logo and brand details to enter the business details for this quote template

4) The business details section will appear where you can change the logo and update the business details

5) Tap Save

To learn more about how to display the business name only, tap HERE.

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