Company Setup

Your company details appear on every document.

Everything here can be changed later under Settings. These details print on the header and footer of your quotes, invoices and letterheads.

Company & branding

• Business name, email, phone, website:your header contact block.
• Tax / VAT & registration numbers:shown where required.
• Logo:upload in Settings → Company. Appears top-left on documents.
• Authorized signature:a signatory name/title (and optional signature image) printed near the bottom of documents.

Defaults & numbering

• Currency & tax rate:pre-filled on new documents.
• Numbering prefixes:e.g. QT-2026-0001, INV-2026-0001.
• Quote validity and invoice due days:drive the dates on new documents.
• Default notes & terms:boilerplate added to new documents (editable per document).