Set Up Your Company Profile

Company Profile stores the business identity, contact, address, and document information used by Billing Manager.

Update your company information

1. Open Tools > Company Profile.
2. Enter or review your company and business information.
3. Review the contact and address information.
4. Add or review your company branding or logo where available.
5. Save your changes.

Company information may appear on customer-facing billing documents. Review it carefully before creating documents for customers.