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Company Information

Configure your company name, address, and contact details used on invoices, emails, and the client portal.

Last updated 1776211200
  • Notes
  • Company Information

    Admin → Settings → Company

    The company information screen stores your legal business details. These values appear automatically on invoice PDFs, outbound email footers, and the client portal footer — change them here and all generated documents update immediately.


    Available Fields

    Field Description Used on
    Company Name Your legal trading name Invoice header, email footer, portal footer
    Street Address First line of your address Invoice PDF
    City City / town Invoice PDF
    State / Region State, province, or county Invoice PDF
    Postcode / ZIP Postal code Invoice PDF
    Country ISO country (dropdown) Invoice PDF, tax rule matching
    Phone Customer-facing phone number Invoice PDF, portal footer
    VAT / Tax ID Your company's VAT or tax registration number Invoice PDF (below your address)
    Website Your company website URL Portal footer link

    Saving Changes

    Click Save at the bottom of the form. Changes are applied immediately — the settings cache is flushed on save. No server restart is required.

    [!TIP] After saving, download a sample invoice PDF (Admin → Billing → any invoice → Download PDF) to verify the layout before sending it to a real client.


    Where Each Field Appears

    Invoice PDF

    [Company Logo]          Invoice #INV-0001
    [Company Name]          Date: 2026-04-15
    [Street Address]        Due: 2026-04-29
    [City, State Postcode]
    [Country]
    [VAT ID]
    [Phone]
    

    Email Footer

    All outgoing Commerce emails append a plain-text footer:

    ---
    [Company Name] | [Website] | [Phone]
    [Street Address], [City], [State] [Postcode], [Country]
    

    Portal Footer

    The client-facing portal footer shows your company name, website link, and phone number. This can be further customised under Admin → Settings → Branding.


    Notes

    • The country field uses the ISO 3166-1 alpha-2 code internally. The dropdown in the UI maps human-readable names to codes automatically.
    • If you operate as a sole trader with no registered VAT number, leave the VAT / Tax ID field blank — it will not appear on invoices when empty.
    • For tax rate configuration (which countries to charge VAT to), see Tax & VAT.