Set up your business

Your details, logo, VAT and bank details, on every quote and invoice.

  1. Open Settings and choose The business. Check the Trading name, address and Phone your customers see.
  2. Choose Logo and press Choose a logo. It heads your quotes, invoices and emails.
  3. Choose Tax and check VAT registration says what is true. Add your VAT number if you are registered.
  4. Choose Invoicing and add your sort code and account number under Getting paid. They print on every invoice.
  5. Open Today. Before your first invoice lists what is left to set up. Each row goes once it is done.
  • Your country was set when you signed up and cannot be changed.

Still stuck? Email hello@tradrbox.com