You can update your organisation's information, including your company's name, contact details, and logo, in the Account settings > Organisation details menu.


Here’s a breakdown of the three sections you can update:


1. Basic Details


Click on the Basic details section to enter your company's core information. Be sure to fill in the following fields:


  • Organisation name: This name will appear on our invoices to you, as well as on invoices you send to your customers.
  • Type of organisation: Select the option that best describes your company.
  • Your industry: Choose the industry your organisation belongs to.
  • Company number: If you are a limited company, enter your registered company number here.
  • Business start date: Enter the date your business was incorporated.
  • Contact name: Provide the name of the main company contact.
  • Date of birth: If you are a sole trader, enter your date of birth. This information is important for account security; if you ever need to claim ownership of your account, we will use it to verify your identity.


Once you have filled in all the information, click Save Changes.


 


2. Contact Details


In the Contact section, you can add your company's contact details. This information will appear on your invoices, so please ensure it is accurate.


  • Contact Details: Add your company's electronic and phone contact information. Any details you provide here will appear on the invoices you create.
Email address: Enter your primary business email address. Note that if you add a new email address, you must verify it before the change is updated. This will also become the default "sent from" email address for your invoices.

  • Trading address: Enter your main business address. This will be shown on all your invoices.
  • Registered address: If your registered address is different from your trading address, enter it here. It will appear at the bottom of your invoices.


When you're finished, click Save Changes.


3. Company Logo


To add or change your company logo, go to the Logo section.


  • Click Upload a logo.
  • Select the correct file from your computer.
  • Click Save changes.


Your new logo will now appear on your invoices by default. If you have created a custom invoice theme, the logo associated with that theme will be used instead.