WorkMail Pro Guides

Set up your company

Business name, logo, address and bank details.

  1. In Invoicing open My Companies › Add New Company.
  2. Enter the company name and upload your logo (PNG or JPG, up to 5 MB).
  3. Add your address and contact numbers and the billing email.
  4. Under Payment Instructions / Bank Details enter your bank, account number, branch code and the reference to use.
  5. Optional: add PayFast and/or Yoco details so clients can pay online (see Get paid online).
  6. Click Save Business.
Company details (payment keys hidden)
Company details (payment keys hidden)
Your registered businesses
Your registered businesses
Tip: You can add several companies (for example two trading names) and choose which one to bill from on each document.