Getting StartedUpdated October 5, 2026
Setting up your business profile and workspace
Add your company or legal name, logo, business address, and contact details in Invollo.
Your business profile appears on the invoices, quotations, and emails you send from Invollo, so keep it accurate and up to date.
Steps to configure your profile
- Navigate to Settings in the main navigation and click the Company tab.
- Click Upload Logo and choose a PNG, JPG, WebP or GIF file, up to 2 MB.
- Fill in Company or Legal Name, Business Email and Business Phone.
- Under Business Address, fill in Address Line 1, City, Postal Code and Country.
- Click Save in the Unsaved changes bar at the top.
Helpful TipIf you operate as an individual freelancer, enter your full legal name or trade name as the company name.
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