Getting Started - Setup Business Center

The Business Center in Sous is where you configure your business profile, manage services, set invoice rules, add your team, and connect integrations. 

Access the Business Center

1. From the left-side menu, select Business Center.

2. On the right, you’ll see submenus for:

   • Business Details

   • Products & Services

   • Invoice Policies

   • Payments (Nuvei Merchant Account)

   • Team

   • Integrations

Business Details

This section stores your main business information. Details entered here will automatically appear on invoices you send to clients.

You can update:

• Business Name

• Website URL

• Address (Street, City, State, Zip, Country)

• Business Logo

Logo Tips:

Transparent logos (no background) look best

Recommended size: 250px wide x 100px tall.

Products & Services

Here you can define the services or products you offer, such as Private Events, Meal Prep, Cooking Classes, Products, or Custom categories.

• Add: Click ➕ on a category, then enter Product Name, Price, and Description and Save.

• Edit: Click Edit next to a product in the bottom list and update fields.

• Disable: Click Deactivate so it won’t appear as a selection on invoices.

• Delete: Permanently remove a product (cannot be undone).

Invoice Policies

Sous gives you flexibility in how your invoices are structured.

You can either:

• Use a Predefined Template – Guided setup based on best practices.

• Create a Custom Template – Build your own with custom language.

➡️ Only one invoice policy can be set as the main default policy.
➡️ You may create multiple policies for different purposes, then manually switch as needed when creating invoices.

Payments (Nuvei Merchant Account)

To accept payments online using Sous invoices, you’ll need a merchant account with our payments technology partner Nuvei®.

What you’ll need:

• Proof of Business (e.g., DBA Filing, Articles of Formation, IRS TIN Letter)

• Government-issued ID (Driver’s License, Passport, etc.)

• Bank Verification (Voided Check or Bank Letter)

3-Step Setup:

1. Create Application – Fill in Business, DBA, Owner, and Bank Information.

2. Upload Documents – Provide the required proofs (PDF, JPG, PNG, DOC accepted).

3. Submit Application – Agree to terms and submit for review.

⚡ Unlock this feature by upgrading to a paid plan (not available in trial).  

Team

Add and manage team members who will collaborate or contract on events and client work.

• Add: Click ➕ on Add Team Member and enter Display Name (e.g. "Chef Ricky"), Role, Contact Info.

• Edit: Click Edit on any team member to update details.

• Delete: Remove a member if they're no longer needed as part of roster.

⚡ Pro & Grow plans let you save your team roster and reuse members instantly.

Integrations

From this submenu, you can connect Sous with external tools, such as:

• Gmail – Send menus and invoices directly through your account.

• Google Calendar – Sync events for easy scheduling.

Each integration requires sign-in and permission approval, but setup is guided step by step.