Business Info
Update your business name, address, phone, email, and website.
Your business details appear on all invoices, PDFs, and in the customer portal. Keep this information accurate so your customers know who the invoice is from and how to reach you.
How to Update
- Go to Settings > Business Info.
- Edit any of the fields below.
- Click Save Changes.
Fields
| Field | Required | Description |
|---|---|---|
| Business Name | Yes | Your business name as it should appear on invoices. |
| Street Address | No | Your business street address. |
| City | No | City name. |
| State | No | Two-letter state abbreviation (e.g., “TX”). |
| ZIP Code | No | Postal code. |
| Phone | No | Business phone number. |
| No | Business contact email. | |
| Website | No | Your business website URL. |
Only Business Name is required. All other fields are optional but recommended — they make your invoices look more professional and help customers contact you.
Where This Information Appears
Your business info is displayed on:
- Invoices — in the header area alongside your logo
- PDF downloads — included in the printed invoice
- Customer portal — visible when customers view their invoice online
When you send an invoice, a snapshot of your business info is captured. If you update your details afterward, previously sent invoices keep the original information. New invoices will use the updated details.
Tips
- Keep your business name consistent with what customers expect to see. This helps them recognize invoices from you.
- If you work from home and prefer not to list your address, you can leave the address fields blank.
- Only the account owner can update business info. Team members don’t have access to this page.
Related
- Branding — customize your logo, colors, and font
- Invoice Settings — configure numbering, tax rate, and terms
- Onboarding Wizard — where you first set up your business name
Last updated on