Your company details are automatically pulled into your documents and contracts every time you issue them. This means your company name, address, and other details will appear in the right place without you having to type them in each time. If the information is outdated, it will show up that way in your documents too, so it is worth keeping it current.
How to update your company information
1. Go to Settings
Click on Settings in the left-hand menu.
2. Open the Company tab
Click on the Company tab in the tab bar at the top.
3. Start editing
Click the three dots and update your information. Do not forget to save when you are done.
Our video guide for you
💡 Tip: Make it a habit to check your company information whenever something changes, like a new address, phone number, or privacy policy. It only takes a moment and keeps all your future documents accurate automatically.