Manage Company Details

In this article, we will explain you more about how to you can fill your Company Information. So that it will appear on Invoice/Estimate/Purchase Order PDF.

Custom Field Wording and Custom Field Value

To know more about what is Custom Field Wording and Value click here

iOS and Android

  • Tap on  located at top left corner.
  • Tap on  Company Profile under Settings.
  • Fill all the Company Information / Details.
  • Company Name, Email 1, and Currency are compulsory to fill.
  • In Company Signature / Seal Title enter the name of person or Company name whose signature will be uploaded as company signature. So that the person or company name with signature will appear on Invoice / Estimate / Purchase Order PDF.
  • After filling all Information tap on  Save.

Web and Mac

  • Click on  Settings -> Company -> Company Profile.
  • Click on Company Info Edit button
  • Fill all the Company Information / Details.
  • Company Name, Email 1, and Currency are compulsory to fill.
  • Click on right/tick-mark button.
  • Click on red colored Save button available at the top next to back arrow button.
Updated on March 12, 2020

Was this article helpful?

Related Articles