Set Up Your Company

Before you can send invoices, you need to configure your company information. This data appears on your invoices, quotes, and other documents.

Company information

Navigate to Company in the sidebar to access your company settings.

Required fields

These fields are needed to send invoices:

• Company name — Your registered business name
• Address — Street, postal code, and city (address autocomplete is available)
• Email — Your business contact email

Recommended fields

These are strongly recommended for professional invoices and legal compliance:

• VAT number — Your VAT registration number (e.g., NL123456789B01)
• Chamber of Commerce / Registration number — Your business registration ID
• IBAN — Your bank account number where customers should pay
• Phone number — Business contact phone

TIP

In many countries, VAT number and registration number are legally required on invoices. Make sure these are filled in before sending your first invoice.

Branding

Company logo

Upload your company logo to have it appear on:

• Invoices and quotes (PDF)
• Email communications
• Your public business page
• The customer payment portal

Supported formats: PNG, JPG, SVG. For best results, use a high-resolution image with a transparent background.

Color scheme

Customize the accent color used on your invoices and documents to match your brand identity.

Financial defaults

Set up defaults that apply to new invoices and quotes:

• Currency — Your default currency (EUR by default)
• Payment terms — Default number of days until an invoice is due (e.g., 14 or 30 days)
• Invoice numbering — Customize the format of your invoice numbers
  • Prefix (e.g., INV- or 2024-)
  • Starting number
  • Auto-increment

Invoice numbering examples

Format	Example
Simple	001, 002, 003
With prefix	INV-001, INV-002
Year-based	2024-001, 2024-002

The numbering resets options and format can be adjusted at any time. Existing invoice numbers are never changed.

PDF template

MyCompanyDesk generates professional PDF invoices automatically. You can customize the layout using the PDF Editor:

• Adjust field positions and visibility
• Choose which information to display
• Customize fonts and sizing
• Preview changes in real-time with a sample invoice

Access the PDF editor from Company > PDF Editor or from the branding section.

INFO

PDF customization beyond basic settings requires the Pro plan or higher.

Features toggle

MyCompanyDesk has optional modules that you can enable or disable depending on your business needs:

• Objects / Assets — For rental property and asset management
• Contracts — For recurring service or rental contracts
• Projects — For project-based work and time tracking
• Quotes — For sending quotations
• Reverse charge — For intra-EU B2B transactions
• AI suggestions — For smart categorization and recommendations
• Receipt scanning — For OCR-based expense entry
• Text check — For grammar and spelling in your documents

Disabling a module hides it from the navigation, keeping your workspace clean and focused.

Next steps

Your company is set up. Time to create your first invoice.