Your business details are the face of every invoice, quote and report you send — get them right once and every document you create looks professional from day one. It's a few fields on one screen, and you're minutes from done.
This is also the screen to come back to when something on a document looks wrong — an invoice showing an old company name, a missing VAT number. Fix it here and every new document picks it up.
Enter your business details
Click Settings in the sidebar — you land straight on Business. Fill in each setting:
- Business name — your registered business name.
- Business type — sole proprietor, private company, and so on.
- Registration number — your company registration number.
- Tax number — your income tax reference number.
- Sales Tax number — your VAT number. In South Africa this setting is labelled VAT number.
- Region — the country your business operates in.
Add your contact details
Scroll down the same page to the Details heading and enter your Address, Email address, Phone number and Website. These appear on the documents you send to customers.
Set your currency & financial year
Go to Settings → Finance and set two things:
- Operating currency — the currency your books are reported in.
- Financial year start — the month your financial year begins. In South Africa that is usually March.
Your financial year start decides when stub closes off one year and starts the next, so it's worth getting right before your first year-end rather than after.
Related: Financial year & operating currency.