How to set up your business profile

Customers judge the paperwork. The same boiler swap, done to the same standard, reads very differently when the invoice arrives with a logo, a company name and clear payment terms than when it's a figure in a text message. Your business profile is where that polish comes from — and it's a one-off job.

Everything you enter here flows automatically onto every quote, invoice and certificate you send. This tutorial walks through each field, what it's used for, and the couple of details people most often forget.

1. 1. Open Settings and find your business profile

   From the main menu, open Settings and choose Business Profile. This is the one screen that feeds your branding and details into everything the app produces — you'll rarely come back here once it's done.

   The Settings screen with the Business Profile section highlighted

2. 2. Enter your business name and contact details

   Add your trading name exactly as you want customers to see it, along with your phone number, email and business address. These appear in the header of every document — and the phone number matters more than you'd think, because an invoice is often where a customer looks first when they want to book you again.

   If you're a limited company, use the full registered name; sole traders can use their trading name. Either way, consistency with your bank account name saves “who is this payment to?” questions later.

3. 3. Upload your logo

   Tap the logo slot and upload your logo from your phone's photos. A clean image on a white or transparent background works best — a photo of your van, as proud of it as you are, tends to print murky at the top of a PDF.

   No logo yet? Don't let that stall you. Your business name renders smartly in its place, and you can drop a logo in whenever you get one — every document from then on picks it up.

   The business profile screen with a logo uploaded and previewed in a document header

4. 4. Set your payment terms

   Choose how long customers have to pay — on receipt, 7 days, 14 days or whatever suits your trade. This prints on every invoice and sets the due date TradePlanr uses to flag an invoice as overdue, so it's doing real work, not just decoration.

   Shorter terms get paid faster. “Due on receipt” or 7 days is normal for domestic work; save 30 days for the commercial customers who insist on it.

   Tip

   Your payment terms drive the overdue filter and payment reminders. If you set 30 days out of politeness, you've also agreed to wait 30 days before chasing anyone.

5. 5. Add your bank details

   Enter the account name, sort code and account number you want printed on invoices. Customers paying by bank transfer shouldn't have to text you asking where to send the money — that question alone delays more payments than any amount of chasing fixes.

   If you're VAT registered, add your VAT number here too so it appears on invoices the way HMRC requires.

6. 6. Check it on a real document

   Create a draft invoice and preview it. Your name, logo, contact details, terms and bank details should all be sitting where a customer expects them. Thirty seconds of checking now beats noticing a typo in your sort code after it's gone out to twenty customers.

   A preview of an invoice PDF showing the business name, logo, payment terms and bank details in place

That's it done — and done means done. Every quote, invoice and certificate from here on carries your branding and details automatically, which is one less thing to think about on every single job.