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General

To reach Settings, click the dropdown under your company name in the upper righthand corner, then select Settings.

Select Settings

This is where you can enter your company's main details:

  • Company name
  • Main contact
  • Upload a company logo (PNG format)
  • Full address
  • Tax ID
  • Bank information
    • Bank name
    • Bank address
    • IBAN (routing) number
    • Swift code
    • Account number
    • ABA

Once done, hit the blue Save button in the upper righthand corner of the page.