Steps
- Go to Admin โ Settings โ Company.
- Enter the Trading name and Legal name, the address, phone and email, then click Save settings.
- Enter your KRA PIN under Settings โ Taxes โ Tax registration (PIN / TIN number) and click Save registration.
- Upload your logo under Branding (it prints on invoices, quotations and statements).
Good to know
- The go-live checklist step ticks itself once your PIN and address are saved.
- Branding (logo, colours and document style) is under Settings โ Branding.
- What each document shows - sections, fields, columns, page size - is designed in Settings โ Document layouts.