Organisation details — name, address, tax registration, brand colour, and logo — appear on every invoice, estimate, receipt, and client-facing page. Keep them current.

  1. Open Settings > General.
  2. Update any of the following:
  • Organisation name — the public name used across the platform and on documents.
  • Tax number and VAT number — printed on invoices for tax compliance.
  • Address (line 1, line 2, city, postcode, country) — the registered address shown on documents.
  • Brand colour — a HEX colour code applied to invoice PDFs and client-facing pages.
  1. To update the logo:
  • Click the logo area.
  • Upload an image (PNG with a transparent background works best).
  • Use the crop tool to frame it.
  1. Click Save Changes.

Changes take effect immediately. Existing documents keep the branding they were issued with — only new documents pick up the new logo, colour, or details.

Note: Your reporting currency cannot be changed after the first invoice is issued. If you need to operate in another currency at organisation level, contact support to discuss the safest migration path.

Tip: A second favicon-style logo (square, transparent) makes the platform look more polished in the favicon and on email signatures — upload it alongside the main logo if your firm has one.