Set up your business profile

Your business profile is the identity NuForce puts on estimates, invoices, and your public business page, so it is worth filling in early.

What to add

• Business name and logo. These appear on customer-facing documents.
• Address and contact details. Used on invoices and your public page.
• Invoicing details. The defaults NuForce applies to new invoices, such as currency and payment terms.

Where to set it

Open Business Manager and go to your business profile settings. Update each section and save. Changes apply to new documents you create from then on.

Your public business page

Your profile also drives your public business page. Once the core details are filled in, that page shows your business correctly to anyone you share it with.

Next

• Add and invite your team
• Create your first estimate