Before you start
- You are signed in as the owner or a co-owner.
What you'll do
Two settings pages hold your business identity. Company Profile is the address Zentive uses for routing, time zone, and tax. Documents & Branding is everything customers see: display name, logo, colors, public email and phone, license number, and the default wording on quotes, invoices, and receipts.
Company Profile
- 1
Open Settings → Company Profile
Click your name at the top right, choose Settings, then Company Profile under Company.
- 2
Business Address
Street 1, Street 2 (optional), City, State, and Zip Code. This is where your business is located; it sets your time zone and the starting point for routes.
- 3
Business Information
Business Name and Business Website. The name here is your account name; the name customers see is set in Documents & Branding.
- 4
Save Changes
The button stays grey until something changes. You will see "Profile updated successfully."
Documents & Branding
- 1
Open Settings → Documents & Branding
Four tabs across the top: Company brand, Estimates & proposals, Invoices & receipts, and Preview.
- 2
Logo & colors
Upload PNG or JPEG. Best is a transparent PNG, 1200 × 400 px for a horizontal logo or at least 512 × 512 px for a square mark (maximum 5 MB). Pick a Brand color and an Accent color; if you choose a light brand color Zentive automatically uses dark text on headers and buttons so they stay readable.
- 3
Show "Powered by Zentive"
Leave on to keep a small trust mark in document footers, or switch it off.
- 4
Public company information
Company display name, Legal business name, Public email, Public phone, Website, Tax registration ID (leave blank unless your accountant asks for it on invoices), License or registration number, and Mailing address. Only customer-facing details belong here.
- 5
Estimates & proposals / Invoices & receipts
Default expiration, terms, payment instructions, late-payment language, footer text, and which fields to show (tax ID, PO number, balance, payments). New documents pick these up; documents already sent keep the branding they were sent with.
- 6
Preview, then Save document branding
The Preview tab renders a sample quote and invoice with your settings. Changes affect new drafts only.
Where the branding shows up
Quote and invoice PDFs, the emails and texts Zentive sends on your behalf, the public quote and invoice pages customers open from those messages, and the signed-in customer portal (its sidebar takes your logo and brand color).
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.