Setting Up Your Profile & Business Info

A complete profile ensures your invoices, proposals, and client communications look professional. Kazi uses your profile data across the platform — from invoice headers to email signatures.

Accessing Your Profile

Navigate to Settings > Profile from the sidebar or click your avatar in the top-right corner. You will see sections for personal info, business details, and preferences.

Business Information

Fill in your business name, registration number (if applicable), and tax ID. This information appears on your invoices and is required in many jurisdictions. You can also upload your business logo, which will be used on invoices, proposals, and the client payment portal.

Default Invoice Settings

Under Settings > Invoices, configure your default payment terms (Net 15, Net 30, etc.), preferred currency, and bank details. Setting these defaults means you will not have to re-enter them every time you create an invoice. You can always override them on individual invoices.

Notification Preferences

Choose which notifications you want to receive — invoice viewed, payment received, project deadline approaching, and more. You can get notifications via email, in-app, or both. Fine-tuning these ensures you stay informed without being overwhelmed.