Business administration
Set up company and invoicing details
Complete company settings before creating work orders or final invoices.
Step by step
As an organisation administrator, open Admin and the company or invoicing settings.
Enter company name, address, registration number, VAT number and bank details. Check the invoicing email and contact information.
Add the company logo where offered and check the intended sender.
Set the payment term, default hourly rate and number sequence. Review the values before saving.
Save and complete any missing fields reported. Check customer-specific billing addresses, billing contacts and hourly rates separately.
Good to know
- These settings belong to one organisation. Check the company context carefully.
- Final invoices preserve a snapshot; later company changes do not alter them.