What to fill in first
Your business details are printed on every invoice and estimate, so it is worth getting them right once rather than editing each document. You can change any of it later.
- Open Settings from the dashboard menu.
- Add your business name, address and contact details.
- Set your tax identifier, if you charge tax.
- Choose the currency you invoice in.
- Upload your logo so it appears on your documents.
Currency
Your business currency is the one your reports are totalled in. Individual customers can still be invoiced in their own currency — the dashboard converts for display so your totals stay comparable.
Ready to try it?
Open in DingVoice