Company Settings

What you can do here

• Maintain company information and branding.
• Adjust document formats for invoices, estimates, and credit notes.
• Configure notification and email template defaults.

Before you start

• Administrator access is required to change settings.
• Confirm official address and tax details.
• Review document numbering and prefixes before editing.

Step-by-step

1. Open Settings and review company details and localization.
2. Update document settings for invoices, proposals, and estimates.
3. Review notification preferences and email templates.
4. Save changes and verify on a test document.

Tips & Common mistakes

• Keep document prefixes short and consistent for easy searching.
• Preview templates after edits to confirm layout.
• Coordinate changes with accounting workflows to avoid confusion.

FAQ

Next steps