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Your business profile information appears on invoices, reports, and anywhere your business identity is shown.

What you can configure

Go to SettingsBusiness Profile to update: Upload a logo image and it will appear at the top of every invoice you send. Supported formats include PNG, JPG, and SVG.

User profile

Under SettingsUser Profile, you can update your personal details:
  • Username, first name, last name
  • Email and phone
  • Tax filing status (Individual, Sole Proprietor, LLC, C-Corp, S-Corp)
Your tax filing status is used by the Safe Owner Pay calculator to provide more relevant recommendations.