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How to configure company details

Update name, contact details, address, tax, payment terms, and business hours before using them on documents and reminders.

Updated

For: Owner, Admin

1. Open Company details

  1. Go to Settings > Company details.
  2. Review Company details, Address, Preferences, and Business hours.
  3. Use business information your customers will recognize on quotes and invoices.
Company details form with realistic business information

2. Complete contact details and address

  1. Enter the company name, phone, email, and website.
  2. Add street address, city, state, and ZIP when you want those details ready for documents.
  3. Turn on Show address on public documents only when customers should see that address.

3. Review preferences before saving

  1. Set timezone, default tax rate, and payment terms.
  2. Review business hours if customers will see them on documents or reminders.
  3. Click Save only when you are ready to keep the changes.

States you may see

Saved

The changes were kept successfully.

Next step: Open a new quote or invoice if you want to confirm how they look.

Error

IMPULSO could not save the change.

Next step: Review required fields and try again.

Incomplete setup

Required information is missing for a section.

Next step: Complete the marked fields before continuing.