Clients judge professionalism from the PDF. Start with a complete company profile.Open Setup → Settings → Company Information.Fill legal name, address, VAT/tax ID, phone, and email.Upload a clear logo...

Clients can pay from the portal or public invoice link once payment methods are configured in your workspace.Bank / manualGo to Setup → Finance → Payment Modes.Enable Bank (or a custom mode) and add I...

Invoices, proposals, tickets, and staff invites depend on reliable outbound email.Open Setup → Settings → Email.Configure SMTP (host, port, encryption, username, password).Set From name/email on a dom...