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Company Settings

Set up your business profile to appear on invoices and documents.

Company Profile​

Basic Information​

Go to Settings → Company:

  • Company name - Legal business name
  • Display name - How you want to appear
  • Address - Business address
  • Phone - Contact number
  • Email - Business email
  • Website - Your URL

Upload your company logo:

  1. Click Change Logo
  2. Select an image file (PNG, JPG)
  3. Crop if needed
  4. Save
tip

Use a high-quality logo with transparent background for best results.

Tax Information​

If applicable:

  • Tax ID / VAT number
  • Tax registration details
  • Default tax rate

Invoice Settings​

Numbering​

Control invoice numbers:

  • Prefix - e.g., "INV-"
  • Starting number - Where to start
  • Format - Number of digits

Example: INV-0001, INV-0002...

Default Terms​

Set defaults for new invoices:

  • Payment terms - Net 30, Due on Receipt, etc.
  • Due date - Auto-calculate based on terms
  • Notes - Default notes/messages
  • Terms & Conditions - Standard terms

Branding​

Customize invoice appearance:

  • Template style
  • Colors
  • Font choices
  • Layout options

Currency Settings​

Default Currency​

Set your primary currency:

  • Currency code (USD, KES, EUR, etc.)
  • Symbol position
  • Decimal places

Multiple Currencies​

If you invoice internationally:

  • Enable multi-currency
  • Set exchange rate source
  • Configure per-customer currencies

Regional Settings​

  • Date format - DD/MM/YYYY or MM/DD/YYYY
  • Time zone - Your business timezone
  • Language - Interface language

Fiscal Year​

Set your financial year:

  • Start month - When your fiscal year begins
  • Affects reports and comparisons

Saving Changes​

After making changes:

  1. Review your entries
  2. Click Save
  3. Changes apply immediately

Tips​

  • Keep your address current for legal compliance
  • Update logo if branding changes
  • Review settings annually
  • Test invoice appearance after changes