Onboarding & Business Setup

Setting up your profile on first use

3.1 The 7 Onboarding Steps

1. Business Name — shown on all invoices and receipts
2. Business Address — shown on all invoices and receipts
3. Currency — e.g. NGN, USD, GHS, KES
4. Bank Details — Bank Name, Account Number, Account Name for invoice payment instructions
5. Payment Terms — e.g. “Payment due within 7 days” — printed on every invoice
6. Tax Rate — your VAT or tax percentage (enter 0 to skip)
7. Business Logo — JPEG or PNG, max 2MB. Printed on all PDFs

📌 You can update any of these anytime by telling the bot: “Update my business name to…” or “Change my bank details to…”