Set your identity, document defaults, and payment choices before preparing a customer invoice.

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. Check the identity

On Basic Information, enter the company name, address, contact details, and logo. Check the country before completing Taxes.

Basic Information controls the identity used on your documents.
Basic Information controls the identity used on your documents.

3. Choose your defaults

Review Currency and Formats, Document Options, and Design. Choose the currency, terms, and template you intend to use. Set up accepted methods under Payment Methods and select them in Default Payment Options.

4. Save and preview

Choose Save Changes. Create a new invoice draft for a test customer and preview it. Check the business details, currency, dates, and offered payment methods.