Set up your business profile and logos
Everything a client sees — invoices, proposals, the client portal — is branded with your business profile. Set it up once in Settings (the gear icon in your user menu).
Business Information
The Business Information card holds:
- Company Name (required) — appears on invoices and as the sender name on emails to your clients.
- CEO / Business Owner
- Address — start typing in the address field and pick from the suggestions; street, city, state, and ZIP fill in automatically. You can also add a Suite / Unit.
- Business Phone and Business Email — the contact details clients should use to reach you about an invoice or proposal.
- License Number — your contractor or trade license, if you're required to display one.
Everything here appears in the company contact block on your invoices and proposals — in the PDF, in the emailed copy, and on the client portal. Leave a field blank and its line simply doesn't print.
Click Save Changes when you're done.
Your license prints exactly as you type it. Velosiq doesn't add a label or a
#in front of it, because the required format varies by state and trade. If you need it to read Lic. #1043872 on the document, type it that way in the field.
Logos
Velosiq uses two logos, each in a different context:
| Logo | Shape | Where it appears |
|---|---|---|
| Avatar logo | Square | Your user menu, and invoice templates that use a square mark |
| Header logo | Wide | The top of invoices, proposal documents, and your client portal header |
To upload, click either logo area and pick a file. Requirements:
- PNG, JPEG, WebP, or GIF
- 5 MB maximum
Uploading a new file replaces the old one, and a Remove link appears once a logo is set.
Which logo does my invoice use? It depends on the template. Each design in Settings → Invoice Templates is labeled Square logo or Header logo so you know which upload it displays. See Invoice templates.
Looking for an email header? The banner on the emails your follow-up workflows send is a separate image, set in Settings → Email Templates → Email branding along with your brand colour and footer text. See Email templates for clients.
Payments and notifications
- Payments — a card further down the Profile tab. Connect Stripe to accept card payments. See Connect Stripe.
- Notifications — its own tab. Choose which invoice statuses and warranty windows create in-app notifications, and which emails Velosiq sends you. See Notifications.
The other Settings tabs
Everything else you control lives beside Profile as a tab: Clients — which holds Statuses, Workflows and Reminders — plus Email Templates and Invoice Templates.