Setting up your business profile and logo

Your business profile (name, email, address, logo) is on your dashboard. Save it once, and every new invoice, quote, or other document you start prefills the "From" section automatically - it never overwrites a document you're already editing.

Save your recurring clients the same way. Pick a saved client from the Bill To section of any document builder instead of retyping their details every time, or import a batch of clients at once from a CSV on your dashboard.