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Create Your Account & Business Details

Let's get you ready to use the app to its full potential!

Once you've downloaded our app, you have two options:

  • Start invoicing without an account

  • Create an account

Creating an account and filling out your business details is important because this information appears on all your documents. This also means you don't have to enter your details manually for each document you create.

When you first use the app, a prompt asks you to enter your business details. You can also set these up by navigating to your Settings (⚙️) and following these steps:

  • Tap on Business Details

  • Fill out the fields with your information

  • In Identification, make sure to choose whether you'd like your invoices to include tax

  • Once you're done, press 'Save'

You can change these settings anytime you need to! If you have trouble changing your business details, please don't hesitate to message our Support Team, and we will gladly walk you through the process.

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