Set up your company profile

Before you start billing, let’s set up your company profile.

In this lab, we’ll walk you through how to enter your business details—these will appear on all invoices, letters, and emails sent to your customers.

What you'll set up:

• Company name and contact details
• Address and sales/tax number (if applicable)
• Logo (for branded documents)
• Email settings (for customer communication)

Tip: Make sure everything is accurate—this information is your customer’s first point of reference!

Ready? Let’s personalise your Utilmate workspace.