Setting up your business profile
Your profile drives what appears on every quote, invoice, and email you send. Critical fields:
- Business name: appears as the sender on emails
- ABN: required for tax invoices in Australia (must show on invoices over $75)
- GST rate: 10% standard. Set 0% if you're not GST-registered (under $75k turnover)
- Payment terms: Net 7/14/30 or "Due on receipt"
- Address + state: required for tax invoices
- Logo: uploaded as PNG/JPG, displays on all client-facing documents
Update these any time from the Profile page in the sidebar.
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