Your business profile supplies the identity, contact, regional, and brand information Moxie uses throughout client-facing work.
Add your business details
Add your legal business name and contact information.
Confirm your address, country, currency, and timezone.
Add entity and tax information when it is relevant to your business.
Save your changes.
Only a subset of these fields is required, but complete information produces more polished invoices and agreements.
Business details keeps the identity, locale, and contact information Moxie reuses throughout your workspace together.
Add your brand
Upload your logo and choose your brand colors during initial setup. Moxie uses those colors when creating your initial invoice template: the invoice page remains white while branded document sections use your selected light color.
Customize individual experiences
Open Settings → Templates to refine email, agreement, project, and invoice templates.
Open Settings → Client portal to configure portal appearance, pages, features, access, and domains.
Open Settings → Preferences to control workspace-wide document and application defaults.
What happens next
Updates to shared business information are used by features that reference the live workspace record. Content copied into a specific document may still need to be refreshed or edited in that document.
Continue the Getting Started tutorial