Company Setup
Your company profile appears on every invoice, quotation, and printed document. Set it up once before anything else.
Company Profile
Open Foundation → Companies → Edit (the system holds a single company record). Fill in:
- Company name
- Physical address
- TIN (Tax Identification Number)
- VAT registration number
- Phone, email, website
- Logo (PNG / JPG)
- Letterhead image (used on PDFs)
- Company profile document (optional, for download links)
- Description / about
Tip: Upload the logo and letterhead at the highest reasonable resolution. They will be scaled down for screen and print as needed.
Company Bank Accounts
Add the bank accounts that customers should pay into. These print on invoices.
- Bank name, branch, account name, account number
- Currency of the account
- SWIFT / BIC for international payments
- Mark one as the default — that's the one that prints first
Where the Profile Shows Up
- The top of every PDF (quotations, invoices, GRVs, supplier invoices, transfer notes, etc.)
- POS thermal receipts (compact version)
- Email signatures on outgoing notifications (where configured)
- The login screen branding
Next Step
Once the company profile is in place, continue with Foundation Setup to configure branches, warehouses, currencies, payment methods, document numbering and the rest.