{"id":7475,"date":"2021-11-30T23:32:49","date_gmt":"2021-11-30T23:32:49","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7475"},"modified":"2026-05-17T06:28:44","modified_gmt":"2026-05-17T11:28:44","slug":"how-to-set-up-your-company","status":"publish","type":"post","link":"https:\/\/bookipi.com\/ja\/guides\/invoice-mobile-app\/how-to-set-up-your-company\/","title":{"rendered":"How to set up your company"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to set up your company on the Bookipi Invoice mobile app.<\/h2>\n<h1 id=\"h_e0f9aad24f\">How to set up your company<\/h1>\n<p class=\"no-margin\">Follow this simple guide to easily set up your company on the Bookipi Invoice mobile app and create professional-looking invoices and documents.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_aa7fe9e3c7\"><b>Step 1:<\/b> Tap <b><i>\u2018More\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Tap <b><i>\u2018More\u2019<\/i><\/b> in the bottom right corner of your screen.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/73770c41b9358e995e3f379cb100ac47786d5facf015ffe64b4e270ec1cf6601.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 1\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_0e05add230\"><b>Step 2:<\/b> Select <b><i>\u2018Settings\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Scroll down and tap on <b><i>\u2018Settings\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/c10f88e0e7f13aed2494c70855e546bca4f337abb1dd82a01d6026966e3cf78c.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 2\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_c2fb26be23\"><b>Step 3:<\/b> Upload a logo.<\/h3>\n<p class=\"no-margin\">Under the <b><i>Company<\/i><\/b> section, choose <b><i>\u2018Logo\u2019<\/i><\/b> to upload your company logo.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/41bb18594f0ca0850c1ee869d9590668c549e36d3fe05a1207cef808fe90ce11.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 3\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Tap <b><i>\u2018Upload your logo\u2019<\/i><\/b> and ensure that the Bookipi Invoice app has permission to access your photos. Once the permission is granted, you should be able to add a photo without any issues. Then tap the check mark in the upper left to save your logo.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/ac25e261e5f1aab4103739ed91ba79814a4a7a0fa28c25cf1db331c8729c818c.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 4\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_2c7605c1d4\"><b>Step 4:<\/b> Add your company information.<\/h3>\n<p class=\"no-margin\">Go back to <b><i>Settings<\/i><\/b> and select <b><i>\u2018Company Information\u2019<\/i><\/b> to enter your company name, invoice email address, phone number, business number, address, and any other necessary details.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/fef39e524888b72da8c29086164a7234d13b0b53f6e98567a002743255bd5181.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 5\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Please note that the <b><i>Company Name<\/i><\/b> is a required field to prevent any issues with your account. If you don\u2019t have a company, you can enter your name instead. <\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Then, tap the check mark in the upper left to save.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/2a87f00a00c173abae0742527780dd97ee40f3dc2092337133ec50369ea7b641.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 6\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_d3eff7a1b6\"><b>Step 5:<\/b> Set up your signature.<\/h3>\n<p class=\"no-margin\">From <b><i>Settings<\/i><\/b>, select <b><i>\u2018Signature\u2019 <\/i><\/b>to set up your signature and apply it to any invoice, saving you time.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/93f67ff55a502e4ea73c58360239217da620ce2808ddb6b63d7daabd974f5c44.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 7\" class=\"intercom-img-portrait\"><\/div>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/6fcc322c92a80a5f48a12285db648183cd85e8482f51c40876eb07cf722cd802.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 8\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_1996a3eb5d\"><b>Step 6:<\/b> Add your payment instruction or enable card payment.<\/h3>\n<p class=\"no-margin\">Under <b><i>Settings<\/i><\/b>, select <b><i>\u2018Payment Instruction\u2019<\/i><\/b> if you prefer to receive payments through your chosen method. <\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/c37036ff99b76377a544bbfe47b1cb72472bb3b0c5792a9226e559bd9584332c.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 9\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Simply toggle on \u2018<b><i>Display payment instruction\u2019<\/i><\/b> and enter your bank or payment details in the available fields to include them on your invoices.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/c092ccb4513662a6fa5418041b5968ca9a0f1c9eb9fbebb9225684632e0172e3.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 10\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">Please note that the Payment Instruction feature will only be shown on your invoices and will not be available for other document types.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">If you prefer to be paid by card, go to <b><i>\u2018Customer Payment Option\u2019<\/i><\/b> in your <b><i>Settings<\/i><\/b>. <\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/20fb2a5420c83bd140e75eedc5a4df896d55be2c5ed98b8cda0d0c2984fd1170.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 11\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">Enable <b><i>\u2018Accept Card Payments\u2019<\/i><\/b> then tap the check mark in the upper left to save.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/73aed25dbf816559e614a41194480ea9dbc226a4cf13d27962ffe3d5428d86a1.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 12\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_fc6deb2d55\"><b>Step 7:<\/b> Add other details to your invoice and documents.<\/h3>\n<p class=\"no-margin\">You can also configure additional information by scrolling down in your <b><i>Settings<\/i><\/b>. Set up details for your invoice and other documents under the <b><i>Invoice<\/i><\/b>, <b><i>Customization<\/i><\/b>, <b><i>Transactions<\/i><\/b>, and <b><i>General<\/i><\/b> sections of your account settings.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/42967390dfc71c744798979440dd7840540c49247f1f406089f5d5aa7e789623.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to set up your company - 13\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"intercom-align-center no-margin\"><i>That\u2019s it! You can now start creating your documents with ease, using the settings you\u2019ve configured for your company.<\/i><\/p>\n<\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_60bcf30a3d\"><b>Discover more tutorials for Bookipi Invoice on mobile app<\/b><\/h2>\n<p class=\"no-margin\">Creating and sending invoices is even easier with the <a href=\"https:\/\/bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice with our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to set up your company on the Bookipi Invoice mobile 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