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Company Settings

Configure your business information, branding, financial defaults, and enabled features.

Accessing settings

Navigate to Company in the sidebar to access all company-level settings. The settings are organized into sections.

Business information

Company details

  • Company name — Your registered business name (appears on all documents)
  • Address — Street, postal code, city, country
  • Contact email — Primary business email
  • Phone — Business phone number

Registration

  • VAT number — Your VAT registration (e.g., NL123456789B01)
  • Chamber of Commerce — Business registration number
  • IBAN — Bank account for receiving payments

TIP

Address autocomplete is available — start typing and select from suggestions powered by Google Maps.

Branding

Upload your company logo to use on:

  • Invoice and quote PDFs
  • Email communications
  • Customer portal
  • Public business page

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

Colors

Set your brand accent color. This is used on:

  • PDF documents
  • Email templates
  • Customer-facing pages

Financial defaults

Currency

Set your default currency (EUR by default). This applies to new invoices and quotes.

Payment terms

Set the default number of days until an invoice is due. Common values:

  • 14 days — Two weeks
  • 30 days — One month
  • 60 days — Two months

You can override this per invoice.

Invoice numbering

Customize how invoice numbers are generated:

  • Prefix — Text before the number (e.g., INV-, 2024-)
  • Starting number — The first number in the sequence
  • Auto-increment — Numbers increase automatically

Features toggle

Enable or disable optional modules:

FeatureDescription
Objects / AssetsRental property and asset management
ContractsRecurring service and rental contracts
ProjectsProject-based work tracking
QuotesQuotation management
Reverse chargeIntra-EU B2B invoicing
AI suggestionsSmart categorization recommendations
Receipt scanningOCR expense entry
Text checkGrammar and spelling checking

Disabled modules are hidden from the navigation to keep your workspace focused.

PDF template

Customize the layout and appearance of your generated PDFs:

  • Field positioning
  • Information visibility
  • Font and sizing
  • Logo placement

Access the full PDF Editor for visual drag-and-drop customization from Company > PDF Editor.

INFO

Advanced PDF customization requires the Pro plan or higher.

Team members

View and manage your team from the company page. See Team Management for details.

MyCompanyDesk — Accounting made simple.