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Setting up company profile(s)

Set up company profiles with your own preferences regarding corporate identity (logo or letterhead), and quotation and invoice numbering.

Thijs Vluttert avatar
Written by Thijs Vluttert
Updated over 2 weeks ago

Via Settings > Account > Company profile, you can configure the general information you send with quotations and invoices. Additionally, you have the option to customize the corporate identity per company profile.

Adding an additional company profile

Before you can create an additional company profile, you must first create a CRM relation. You can then convert this into a company profile.

  1. Create a new CRM company

  2. Go to Settings > Account > Company profile

  3. Then click the โ€˜addโ€™ button in the top right

  4. Select the CRM relation you just created

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