Your company details, logo and brands

Estimates, invoices and documents made from templates print your company as "From": its legal name, address, tax ID, bank details and logo. You keep these under Settings → Workspace, in the Your companies and brands box.

If you sell under more than one name, add each as a brand. Each document then picks which brand it comes from, and gets the default brand when nobody picks one.

Everyone can see this box. Only owners and admins can change it.

Fill in your company details

1. Open Settings. Workspace opens first.
2. In Your companies and brands, click the pencil (Edit) on your company.
3. Fill in:
   • Name (what your team calls it).
   • Legal name printed on documents.
   • Phone, Email and Website.
   • Tax id is a (for example GSTIN) and Tax id.
   • Address.
   • Bank or payment details printed on invoices: bank, account number, IFSC, UPI ID.
4. Click Save.

A brand with no address, tax ID or bank details says Not set with what is missing. Those lines are left off documents until you fill them in.

Add your logo and colour

In the same window:

• Under Logo on estimates and invoices, click Upload and choose a PNG or JPEG file. It is shrunk to fit, and a transparent background stays transparent. Change replaces it and Remove takes it away.
• Under Colour on documents, pick a colour or type its code, for example #4f46e5.

Click Save.

Sell under more than one brand

1. Click Add a brand.
2. Fill in its details, logo and colour as above.
3. Click Save.

The default brand is marked Default. To make another one the default, click its star (Make it the default). To remove a brand, hover over it and click the bin; its documents then print as the default company. You cannot remove the last one.

When there is more than one brand, estimates and invoices show a From box where you choose the brand. Leave it as it is to use the default brand.