🏢 Company Settings
Configure your company details, branding, and system-wide settings.
Accessing Settings
- Click Settings in the sidebar
- Select Company
Company Information
Basic Details
| Setting | Description |
|---|---|
| Company Name | Your business name |
| Trading Name | Name shown to customers (if different) |
| Main contact email | |
| Phone | Main phone number |
| Website | Your website URL |
Address
Your registered business address:
- Address Line 1
- Address Line 2
- City
- Postcode
- Country
Tax Information
| Setting | Description |
|---|---|
| VAT Number | Your VAT registration number |
| VAT Rate | Standard VAT rate (e.g., 20%) |
| VAT Scheme | Standard or Margin Scheme |
Branding
Logo
Upload your company logo:
- Used in emails
- Shown in customer portal
- Appears on documents
Requirements:
- PNG or JPG format
- Minimum 200x200 pixels
- Maximum 2MB
Brand Colours
Set your brand colours for:
- Primary colour (buttons, links)
- Secondary colour (accents)
Email Settings
Sender Information
| Setting | Description |
|---|---|
| From Name | Name shown in emails |
| Reply-To | Address for customer replies |
Email Preferences
- Enable/disable automated emails
- Configure email templates
- Set signature text
Order Settings
Order References
Configure how order numbers are generated:
- Prefix (e.g., "RM-")
- Starting number
- Format
Default Settings
Set defaults for new orders:
- Default order type
- Default status
- Required fields
Invoice Settings
Configure invoice generation:
- Invoice numbering
- Payment terms
- Bank details for payments
- Footer text
Timezone and Locale
| Setting | Description |
|---|---|
| Timezone | Your business timezone |
| Date Format | DD/MM/YYYY or MM/DD/YYYY |
| Currency | Primary currency |
| Currency Symbol | £, $, €, etc. |
Data and Privacy
Configure data handling:
- Privacy policy URL
- Terms and conditions URL
- Data processing notices
Saving Changes
- Make your changes
- Click Save at the bottom
- Changes apply immediately