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Company & Branding

Company​

Your business identity — this information appears on every document you issue.

  • Name (required)
  • VAT Number (optional)
  • Legal ID / SIRET (optional)
  • Address — Street, Address Line 2, Postal Code, City, State / Province, Country
  • Email and Phone
  • Website
  • Currency — default currency for new documents
  • Date Format
  • Logo — upload your company logo (appears on PDFs)
  • Exempt VAT — toggle to disable VAT on all documents

Document numbering​

  • Quote Number Format and Starting Number
  • Invoice Number Format and Starting Number
  • Receipt Number Format and Starting Number

Invoice PDF format​

  • Choose the default e-invoicing format: PDF, Factur-X, ZUGFeRD, XRechnung, UBL, or CII

PDF Templates​

Customise the appearance of your PDF documents, with a live preview you can switch between Invoice, Quote, and Payment layouts:

  • Typography — font family used across the PDF
  • Logo and color — upload your company logo and pick the accent color used for the table header and highlights
  • Spacing & layout — page padding and margins
  • Labels — override the text shown for each field (e.g. Bill to, VAT, Total), useful for translating documents into another language