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Help › Getting started

1

Set up your company

Step 1 of 8

Go to Settings → Company. Fill in the Company details and upload your logo (PNG or JPG, up to 2 MB): both appear on every PDF you send.

On the same page, check the Regional settings: Country, Document language, Currency, Unit system, Time zone and Default regulatory framework. Choosing the country suggests the rest — review and save.

The Getting started card on the Dashboard tracks these first steps. If you'd rather look around first, use Try it with sample data there (admins only, while the account is still empty). When you're done exploring, Remove sample data — on the Dashboard banner or under Settings → Company — deletes the sample clients and everything linked to them, without touching your own records.

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