How to Manage Your Company Profile

[Screenshot: Settings → Company Profile showing all fields]

Go to Settings → Company Profile to manage your company information. Everything here is used on customer-facing documents like invoices, receipts, and system emails.

Company details

[Screenshot: Company details fields showing company name, contact name, address, country, state, phone, email]

Company Name, Contact Name, Address, Country, State, Phone, and Email. These appear on your invoices, receipts, and any emails the system sends to customers.

Tax rate

Enter your Sales Tax % here. This percentage is used to automatically calculate tax on every order in the Live Quote.

Learn more: How the Live Quote Works

Order and quote numbering

[Screenshot: Order and Quote Numbering section showing prefix and next number fields]

Configure the prefix and next number for your orders. For example, if your prefix is "MO" and the next number is 1001, your next order will be numbered MO-1001.

Related articles:

• How the Live Quote Works

• How to Manage Team Members