Start the system setup by navigating to Setup via the menu in the upper left corner. Then, in the sidebar menu, select Company Settings to access your company’s information.
Fill in the various sections with the relevant information about your company. This data will be used by the system in different contexts, such as for creating quotes and invoices.
Upload your company logo in the designated field. The next time you log in, it will appear in the main menu and be used as the default letterhead.
If you would like to further customize the appearance to match your corporate design alongside your logo, you can adjust the settings via the Company Design menu item.
To do this, enter the desired hexadecimal color codes in the fields of the predefined color categories.