Fill out your company’s contact information in your account settings. This information appears on invoices, receipts, and statements.
To get started, click on your profile on the global navigation bar.
What's in this Article
- Update Company Information
- Roles: Admin
- Permissions: Company Information
- Licenses: CRM
1. Choose Settings on the pop-out menu.
2. Click Company.
3. Enter your company’s address, phone number, and fax number in the corresponding fields.
If needed, click the checkbox indicating whether you would like SSN/EIN visible when editing contacts.
4. Click Save Changes.
The page will refresh to show any saved changes.