Adding Company Information

Setting up your company information is one of the first that you need to do in getting started. 

To do that, please hover over "My Account" tab and click "General/Setup":

Enter all your company information on the space provided.  For the "Company Name (cont'd)" this is useful when for example, your main company is a division of some other company (ie: Southern Division), then you can include that information in this field:

Once done, all you have to do is to click "Update" and you're good to go. Your information will now appear on invoices, estimates, big proposals, etc.

Best regards,

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