Start by setting up your account by visiting the General Settings page.
- Go to the side drop-down menu and choose Settings, then select “General Settings”
- From the General Settings page, you can upload your organization’s logo, enter contact information, addresses, tax number, and taxable date to display your organization’s data correctly and professionally when sending invoices and quotes to clients.
- You can also specify the Fiscal Year Start and the Account Closure Date, as the last is automatically set at the beginning of each year in the event that a specific date is not set.
Notice: When determining a specific Closure Date, it should be set at the end of the year to avoid any issues with the due dates of the invoices.