Set up your business profile

Your business profile is what your customers see at the top of every invoice and quote. You filled some of it in when you signed up. You can add the rest, or change any of it, in Settings.

Open your settings

1. Select your business name at the top of the sidebar.
2. Choose General.

The General tab has everything about your business in one place. The other tabs cover your Team, Categories, Inbox and Integrations.

Your business profile

Under Business Profile, fill in:

• Business name. The name on your invoices, quotes and emails.
• TAX/VAT No. Your tax or VAT registration number, if you have one.
• Business address. Where your business is based.
• Business email. This one is required. When your customers reply to an invoice or quote email, the reply comes here.
• Phone number. Optional.

Select Save changes when you're done.

Add your logo

Under Business logo, select Upload logo and choose a PNG, JPG, WebP or SVG file up to 10 MB. Large images are resized for you. The logo saves straight away, with no need to select Save changes.

Good to know: Invoices have their own logo setting. To put your logo on your invoices, open Invoice Settings on any invoice and upload it under Invoice Logo. See Invoice settings and custom fields.

Choose your base currency

Your base currency is the one Travada Books uses for your totals and reports. You can still invoice in any currency. Amounts in other currencies are converted to your base currency so your figures add up.

1. Under Base Currency, choose a Currency, for example USD, KES or AED.
2. Select Save changes.
3. If you're changing from a currency you set before, confirm with Update currency.

When you change it, every transaction you already have is converted to the new currency at current exchange rates, and your dashboard updates to match. This can take a moment if you have a lot of history.

Set an opening balance

If you had money in the bank before you started using Travada Books, add it here so your dashboard shows your real cash position.

1. Under Opening balance, enter your Starting balance.
2. Pick the date it was correct As of. It can't be in the future.
3. Select Save changes.

You need both the amount and the date, or neither. Your dashboard adds up money in and money out since that date.

Your business details on sent invoices

When you send an invoice or quote, it keeps a copy of your business details as they were at that moment. If you change your address later, invoices you've already sent don't change. Everything you send from then on uses the new details.

Next steps

• Set your invoice numbering, payment terms and default notes in Invoice settings and custom fields.
• Invite your team so others can work in the same business.
• If you're the owner, you can also export everything from this page. See Export or delete your data.