Business Details

The Business Details form in Manager.io allows you to enter and manage the core information that will appear on your printed documents, such as invoices, quotes, and statements. Proper configuration ensures your documents reflect your business identity and comply with regional requirements.

Accessing the Business Details Form

1. Navigate to the Settings Tab
   • Click on the Settings tab in the left-hand navigation menu.
2. Open the Business Details Section
   • Select Business Details from the list of available settings.

Completing the Business Details Form

Fill out the following fields as they should appear on your printed documents:

1. Name

• Purpose: Displays your business’s name on all printed and PDF documents.
• How to Use: Enter the official or trading name of your business.

2. Address

• Purpose: Ensures customers and authorities can easily identify and locate your business.
• How to Use: Enter your complete business address. Use the formatting you want reflected on printed documents—break the address into multiple lines as appropriate (e.g., street, city, ZIP/postal code, country).

3. Country

• Purpose: Selecting your country may enable additional, country-specific reporting features.
• How to Use: Choose your business’s country from the drop-down menu, if available.

4. Custom Fields

• Purpose: Allow you to include extra business details that may not be covered by the default fields (such as tax numbers, registration info, or any other specific identifiers).
• How to Use: Enter relevant information in these fields for further customization.
• Note: Some fields may have been defined by your administrator or during the initial setup.

5. CustomFields2

• Purpose: Used for new-format custom business details.
• How to Use: Enter values as required, following any instructions or format applicable.

6. Image (Business Logo)

• Purpose: Displays your logo on printed documents, ensuring a professional and branded appearance.
• How to Use:
  • Locate the Image section of the form.
  • Click to upload your logo file (commonly PNG or JPEG formats).
• Tip: Use a high-quality image with a transparent or white background for best results.

Saving Your Business Details

After completing or updating the form, click the Update button located at the bottom of the page to save your changes.

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Best Practices

• Accuracy: Double-check all entered details, as they will appear on official documents.
• Branding: Ensure your business name and logo match your other branding materials for consistency.
• Privacy: Do not enter sensitive information unless it is required for document display or regional compliance.
• Legal Compliance: Include any legally required identifiers (e.g., VAT number, business registration number) using custom fields if necessary.

By carefully setting up your Business Details, you ensure that all printed documents generated through Manager.io will be professional, accurate, and tailored to your business and regulatory needs.