- Profile: Update your company name, address, email, phone number, and tax ID. This information appears on your invoices.
- Branding:
- Upload your logo.
- Set your primary and accent colors to match your brand.
- Choose a light, dark, or system theme for your own view of the app.
- Custom Domain & SMTP (Prime and higher tier): Configure the app to send emails from your own email address and host the client portal on your own domain (e.g., invoices.yourbrand.com).
Account Settings
Updated on November 6, 2025
