Set your shop details
Your business name, ABN and contact details on every document.
What this is for
The details you enter here — legal name, ABN, address, phone and email — print on every quote, invoice, purchase order and job sheet. Get them right once and they follow you everywhere.
Before you start
- You are signed in as the shop owner or an admin.
Step by step
- 1
Open Settings from the sidebar, then choose Document templates.
- 2
In the "1 — Business identity" panel, fill in your Legal name, Trading name and ABN.
- 3
Enter your Address line 1, City, State and Postcode, then your Phone and Email.
- 4
Save. Your details now appear in the header of every document — check the live preview on the right.
Tips & gotchas
- The ABN and legal name here are what customers see on tax invoices — use your registered details.