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Set up your company profile

Work in progress

This guide is an outline — the Zynka team is completing it. The structure below shows what it will cover.

What this does​

Fills in your company's identity — name, logo, addresses, and contact details. These details appear on everything your customers see: quotes, invoices, emails, and the customer portal.

Who can do this​

Company Admin (Priya, in our Acme example).

Before you begin​

  • Your company logo as a PNG or SVG
  • Registered address and contact details
  • GST registration details if you invoice in India (covered in depth in GST and taxes)

Steps​

Screenshots pending — will be captured from the Acme Field Services demo company.

  1. TODO: Where to find company settings in the portal.
  2. TODO: Legal name vs display name — e.g. "Acme Field Services Pvt Ltd" vs "Acme Field Services".
  3. TODO: Uploading the logo and how it appears on invoices.
  4. TODO: Addresses and branches.

Verify it worked​

  • TODO: Preview an invoice/quote and confirm the logo and address render correctly.

Common mistakes​

  • TODO