Setting Up Your Business¶
Configure your business details so they appear correctly on your invoices and reports.
Your business details are stored against your organisation, so they apply to everything you record in FairBooks.
Business details¶
Go to Settings → Business to set:
| Field | Description |
|---|---|
| The email address for your account. Select Change to update it; we send a confirmation link to the new address first. | |
| Business Name | Your registered business or trading name. |
| ABN | Your 11-digit Australian Business Number. Spaces are optional. |
| Business Address | Your business address, which appears on invoices. |
| Registered for GST | Tick this if your business is registered for GST. When enabled, your invoices show "Tax Invoice" as required by the ATO. |
Look up your ABN
When you enter an ABN here, FairBooks can check it against the Australian Business Register and offer to fill in your business name for you.
Select Save Changes when you are done.
Your chart of accounts¶
Every new organisation comes with a chart of accounts already set up, so you can start recording income and expenses straight away. You can add your own accounts or adjust the defaults at any time. See Chart of Accounts for how to load the default accounts, start from scratch, or customise them.
Branding and invoice appearance¶
Your logo and invoice colours live under Settings → Invoices (Invoice Customization), not on the Business tab. From there you can upload a logo and choose the colours, fonts and layout used on your invoices and quotes.
Logo file requirements
Your logo can be a PNG, JPEG or WebP file, up to 1 MB.
See Creating Invoices for more on how your invoices are put together.
Banking and payment details¶
Bank details for direct deposit, including your BSB, account number and PayID, are set under Settings → Payments. These appear on your invoices so customers can pay you. See Online Payments for how to set them up.