Organization Profile and Branding

Organization is where you set your company's identity — logo, brand colors, address, contact details, tax registration, and currency. These details brand every generated document: invoices, purchase orders, and report PDFs. A live Document Preview on the right shows exactly how your company header will look on those PDFs as you type.

Click Show me how in the header for a quick guided tour of the screen.

StepsCopy Anchor Link

1. Open Settings → Organization — the Settings entry is pinned at the bottom of the sidebar.
2. Fill in the Identity section:
   • Logo — click the upload tile and choose a PNG or JPG up to 512 KB. The tile shows "On file" when a logo is already saved; hover and click Replace to swap it.
   • Company Name (required)
   • Primary Color and Secondary Color — use the color swatch picker or type a hex value in #RRGGBB format. Primary is used for your company name and the top accent bar on documents; secondary is the header background.
3. Fill in the Address section: Address Line 1, Address Line 2, and Country.
4. Fill in the Contact section: Phone and Email (the email must be a valid address if provided).
5. Fill in the Tax & Currency section:
   • Tax Registration Label — the caption printed before your tax number, e.g. "TRN / VAT No."
   • Tax Registration Number — e.g. 100123456700003
   • Currency Code (e.g. USD) and Currency Symbol (e.g. $)
6. Fill in the Documents section — both are printed on invoices, purchase orders, and report PDFs:
   • Footer Text — shown at the bottom of generated documents
   • Terms & Conditions — printed on invoices and purchase orders
7. Check the Document Preview and Brand Kit cards on the right — they update live as you type.
8. Save from the amber unsaved-changes bar. The form won't save while the company name is empty, a color isn't valid #RRGGBB, or the email is malformed — a message under the form tells you which.

Where to go nextCopy Anchor Link

• Managing Your Profile
• Tips and FAQ