Company settings are company-wide settings, preferences, formatting and logos.
Company details
Basic information is presented in the this section, including your company name, VAT number, address and phone number. Simply click a field or a drop-down menu to enter or edit information. Information is automatically saved.
Bank accounts
Bank accounts are displayed on invoices in order to direct customer payments. Bank details include the name of the bank, the bank account number (IBAN) and the BIC/SWIFT code. You can enter multiple bank accounts from different banks and all account numbers will be displayed on invoices to provide payment options.
When several organizations are using one environment, you can also define bank accounts per organization (business unit). Business units that have VAT number can be selected from the dropdown menu when creating and editing a bank account.
Add new bank account
To add a new bank account, go to Settings > Organization > Company settings > Bank accounts. Enter a name, IBAN, BIC/SWIFT code and select business unit from the dropdown menu (optional).
Edit bank accounts
To edit an existing bank account, click the bank account to open the information. Edit information and Save to apply changes.
Disable/Delete bank accounts
To disable or delete existing accounts, just hover your mouse over the bank account and click the disable or delete icon.
Electronic invoicing
Set your company's electronic invoicing details. These details are used when using an integration that requires this information to send invoices. Enter both eInvoice address and your eInvoice operator code.
Formatting & language
Defaults for language, formatting and time zone given here are used when creating for example a new customer.
Other settings
Currency displayed here is your organization's base currency and cannot be edited.
Logos
Download your organization's logo here. Logo is used on invoice, proposal and travel reimbursement PDF files.
When several organizations are using one environment, you can also define logos per organization (business unit). Business units that have VAT number can be selected from the dropdown menu when adding a new logo.
Footer
Define the document footer shown on the organization's invoice and proposal PDF documents. Use tags to fetch data from the company details, like Organization name, Address and VAT number.
Footer free text editor supports the following formatting options:
- Four text sizes: Heading 1, heading 2, normal and small
- Bold, italic and underline
- Numbered and bullet lists
When using Organizational hierarchy add-on where business units act as subsidiaries, footer is defined in business unit settings.
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