Update the business details that new customer documents start with.

1. Open your business

Go to Business Profiles. Select Edit beside the business you want to set up.

Choose the correct business before changing its defaults.
Choose the correct business before changing its defaults.

2. Edit the identity

On Basic Information, update the company name, email, and address. Use Show on Documents where you want a filled value printed.

The business profile contains the identity and address layout.
The business profile contains the identity and address layout.

3. Check tax and contact details

Use Taxes for registration information and Additional for phone and other contact numbers. Choose the fields appropriate to this business’s country.

4. Save and check a new draft

Choose Save Changes and preview a new document. Previously issued documents may retain the details recorded when they were created. Review permitted changes on a particular old document separately.