Learn how to:
Upload your company logo
- Click the Settings icon in Flare's top menu (1 below) and click Company Settings (2) in the Settings left menu.
- Upload your company logo.
Double-click within the white space of dotted rectangle (3 below). A file browser will open. Browse for and select your logo and click Upload (4).
Logo size and formats
Preferred maximum image size is 200px X 200px with a maximum upload size of 1MB.
The logo will appear on exported PDFs such as invoices, estimates and reports. - Click the Save button (5 below) at the bottom of the Company Settings page after editing any of your company settings.
Company information and address
To complete or update company information, do the following:
- Click the Settings icon in Flare's top menu (1 below) and click Company Settings (2) in the Settings left menu.
- Complete your company information.
Enter your company name or DBA (Doing Business As) name (3 below), choose an industry (4), business type (5), organization type (6), your time zone (7), and your company’s email address (8). The company email address is where you'll receive important Flare account messages and is not the same as your login email address which cannot be changed.
- Enter/update your company address (9 below).
The address you enter here will be used on invoices and estimates.
- Click the Save button (10 below) at the bottom of the Company Settings page after editing any of your company settings.
Choose your fiscal year
To set your company's fiscal year, do the following:
- Click the Settings icon in Flare's top menu (1 below) and click Company Settings (2) in the Settings left menu.
- Select your company's fiscal year end month (3 below). Flare calculates the current fiscal year and subsequent fiscal years from the selection you make.
- Click Save (4 above) to save all company settings.
Uncertain what your business's fiscal year is? Contact your accountant or bookkeeper or invite them to use Flare.
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