Business Information

Add your business details once and they appear on every invoice automatically. Set it up in minutes and never type it again.

Where to Set It Up

Go to My Account (click the Settings icon in the header) and click Edit to add or update your business details.

Required Details

These fields are required to create professional invoices:

Business Name

Your company name or trading name. This appears prominently at the top of every invoice.

Examples:

Acme Design Studio Ltd
Jane Smith Consulting
Smith & Co

Email Address

Your account email address appears on invoices so clients know how to contact you. This is set when you create your account and appears automatically on all invoices.

Make sure to use a professional email address when you register:

Good: hello@acmedesign.com, jane@janesmith.co.uk
Avoid: janesmith123@gmail.com

Payment Instructions

Provide your payment details so clients know how to pay you. This information appears on all invoices.

UK Bank Transfer Example:

Account name: Acme Consulting Ltd
Sort code: 12-34-56
Account number: 12345678

Alternative Payment Methods:

PayPal: paypal.me/yourname
Wise account details
Revolut payment link

Optional (But Recommended)

These details are not required, but including them makes your invoices look more professional:

Business Address

Your business address (not your home address unless you work from home). This is important for:

Professional appearance
HMRC compliance for VAT invoices
Building trust with new clients

If you work from home and do not want to display your home address, consider using a virtual office address or coworking space address.

Phone Number

A phone number where clients can reach you. Use a business number or professional mobile number.

Company Registration Number

If you are a limited company registered with Companies House, include your company registration number. This is required by law to appear on business documents including invoices.

VAT Number

If you are VAT registered, add your VAT number here. It will appear on all invoices automatically. See the VAT & Tax guide for more details.

How It Works

Once you save your business information:

It appears automatically on every new invoice you create
You can update it anytime from My Account
Changes apply to future invoices (not retroactively to issued invoices)
Your details appear on PDF downloads and client invoice views

Pro Tip

Complete your business information before creating your first invoice. This saves time and ensures every invoice is professional from day one. You can always update details later if anything changes.

Privacy and Security

Your business information is:

Private: Only visible to you and clients who receive your invoices
Secure: Stored encrypted and never shared with third parties
Editable: Update or remove any information anytime

Checklist: Complete Business Info

✓ Business name
✓ Contact email (use your account email)
✓ Payment instructions (bank account details, PayPal, etc.)
✓ Business address (recommended)
✓ Phone number (recommended)
✓ VAT number (if VAT registered)
✓ Company registration number (if limited company)