Use the business information settings to add input that will be used on quotes, invoices and other areas throughout Jetpack CRM.
Your Business Vitals
This is where you’ll input your business name, and upload your business logo.
Your Full Business Information
Next, you’ll add additional details, like the business owner name and email address.
Your Business Social Info
Finally, you can add your social media profiles, which will be included in Mail Campaign emails.
Business Settings appearing in Invoices
Currently, the following fields will appear on your invoice PDFs and Client Portal invoices:
- Your Business logo.
- Your Business Name.
- Your Name (Business Owner).
- Business Contact Email.
- Business Website URL.