You will have entered the business details that appear on every invoice, estimate and order document.
Before you start
You need permission to edit content, and the content feature must be in your plan.
Steps
- Open Site Settings and choose Branding.
- Find Seller identity.
- Fill in the legal or business name, the tax or registration number, the phone, the email and the address.
- Press Save Branding.
What you will see
The details are printed on invoices, estimates and order documents created from now on.
If something goes wrong
- The fields have limits: name 200 characters, tax number 100, phone 60, email 200, address 500.
- The seller identity is saved with the rest of Branding. If the form is locked, the content feature is missing from your plan.