Account Setup

Get your Daybook account configured for your business.

Quick Setup Checklist

1. Business Information

   • Go to Settings → Profile
   • Add your business name, address, and contact info
   • Upload your logo (optional but recommended)

2. Tax Settings

   • Go to Settings → Invoice Settings
   • Add your tax rates
   • Enter your HST/GST registration number

3. Payment Setup

   • Connect Stripe to accept online payments
   • Payments arrive in 2-3 business days

4. Invoice Defaults

   • Set your default payment terms (e.g., Net 30)
   • Choose your invoice number format

Business Profile

Your business profile appears on invoices and client communications:

• Business Name: Your legal or DBA name
• Address: Appears on invoices for professional look
• Email: Where client replies go
• Phone: Optional contact number
• Logo: Displayed on invoices and client portal

Next Steps

• Create your first invoice
• Add your first client
• Connect Stripe