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What this page is for

First-Time Setup appears when an account still needs its basic business information. It is a short setup form for administrators, not a replacement for the full Settings area.

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Business information

Enter the contact name, business name, email address, phone number, street address, city, country, state or province, postal code, and website. The country selection controls the state or province options shown in the form.

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Currency settings

Choose a default currency and any additional currencies you want to make available. The available choices come from the currencies configured in the account. Complete the required fields and save the form. You can refine invoice, tax, payment, design, and other settings later from the relevant Settings pages.