Business details define the identity, locale, and contact information Moxie uses across invoices, agreements, templates, and other client-facing work.
Complete your brand identity
Upload a clear workspace logo and enter your legal business name, country, entity type, and applicable tax information. A transparent PNG, JPG, or WebP logo works best across documents and themes.
Business details are shared defaults, so one update can improve several client-facing workflows.
Set locale and contact details
Currency supplies the workspace default for money and new records.
Timezone anchors dates, schedules, reminders, and time-sensitive automation.
Address, phone, email, and website give document templates the information they need to render a complete business identity.
Understand the impact
Changing business details updates workspace-level information used going forward. Documents that store a snapshot of a template or business value may preserve the version that was applied when the record was created. Review an invoice and agreement preview after a substantial branding change.
Access: Workspace identity is owner-only. If the page is unavailable, ask the workspace owner to make the change.
Continue exploring Settings & administration