Complete Your Business Profile
Your business profile is the foundation of Trade2Base. The details you enter here appear on every invoice, quote, and customer portal page you send — so it's worth getting right before you do anything else.
Why your profile matters
Trade2Base pulls your business details into documents automatically. Your business name, logo, and registered address appear in the header of every quote and invoice. Your VAT number appears in the footer of VAT invoices. Your default payment terms are pre-filled on every new invoice you raise. Getting this right once saves you editing every document manually.
The customer portal also displays your logo and trading name, so customers see a professional, branded experience when they track their job or pay an invoice online.
Setting up your profile
Click your account avatar in the top-right corner, then select Settings from the dropdown menu.
In the Settings sidebar, click Business Profile. This is the first section under the General heading.
Type your trading name exactly as you want it to appear on documents. This could be your sole-trader name, partnership name, or limited company name.
Choose from the dropdown: Plumber, Heating Engineer, Electrician, Builder, and so on. This helps Trade2Base pre-fill relevant templates.
Type your postcode and select from the address autocomplete list. This is the address shown on documents — for a limited company, this should be your registered office address.
Enter your VAT registration number in the format GB123456789. Then tick "Show VAT number on invoices" to ensure it appears on every VAT invoice you raise.
Enter your Companies House registration number. This is required on all business correspondence for limited companies under the Companies Act 2006.
Click Upload Logo and select an image file. Use a square image of at least 200 x 200 pixels for the best result — PNG with a transparent background works best.
Choose 7 days, 14 days, or 30 days from the dropdown. This pre-fills the payment terms on every new invoice. You can override it per invoice if needed.
HMRC requires your VAT number on all VAT invoices — this is not optional. Ensure your VAT number is entered and the “Show VAT number on invoices” toggle is enabled before sending any VAT invoices to customers.
Send yourself a test invoice after completing your profile. Open the invoice preview and check that your logo renders clearly, your address is correct, and your VAT number appears in the footer. It takes 30 seconds and catches any mistakes before a real customer sees them.
Still need help? Contact support