Company details & financial / invoice settings

These settings define your organisation's identity and how your finance documents look. Company details supply the name, address and branding that appear on invoices and receipts; Invoice settings control how those documents are identified, delivered and laid out, and their default line items.

Company details

Company details hold your organisation's core information, which populates invoices, receipts and similar output automatically.

1. Go to Settings → Organisation → Company details.
2. Use the pencil to edit, then enter or update:
   • Name
   • Address
   • Email
   • Mobile and Landline
   • Website
   • ABN
   • Company display photo (use Upload new image)
3. Save your changes.

These values flow onto invoices and receipts automatically, so keep them current. The page also holds a Security Settings section for account-level security options.

Invoice settings

Invoice settings let you control how your business is identified on invoices and set default preferences. They are at Settings → Finance & usage → Invoice settings and are organised into four tabs: Document identity, Delivery options, Footer design and Defaults.

The Document identity tab (Registered for Tax, Document title and Include primary organisation name on invoices) and the Footer design footer builder are documented in full in Email invoice settings, footer builder & early generation — see that guide for the steps. The same guide covers the Delivery options tab.

Financial settings

Financial settings set your currency, tax label and financial summary options, control automatic subscription rollover, and hold the subscription invoice reference and organisation billing options.

1. Go to Settings → Finance & usage → Financial settings.
2. Set the Currency and the Tax label used on your finance documents.
3. Under Financial summary, set the Reporting year and the Date to use — these drive the financial-year breakdown shown on a contact's Financial tab.
4. Under Financial rollover, use Automatically roll over eligible subscriptions to turn the recurring subscription rollover on or off.
5. Under Subscription invoice references, optionally choose a Person invoice reference field and an Organisation invoice reference field. New subscription invoices then take their reference from the current value of that custom field.
6. Under Organisation bulk-subscription invoicing, turn on Enable subscription organisation billing if organisations pay for some of your people's subscriptions, and optionally choose a Person custom field to include on each person's line of the organisation's invoice.

Steps 5 and 6 are explained in Billing a person's subscription to an organisation.

About Automatically roll over eligible subscriptions. This setting enables the recurring subscription rollover job, which processes each eligible subscription when its period falls due. It is not limited to the end of the financial year — subscriptions roll over on their own schedule. (This setting was previously labelled in a way that implied end-of-financial-year processing; the wording was corrected to match what it actually does.)

Notes

• Because Company details feed finance documents, updating your logo or ABN here updates future invoices and receipts.
• For the broader finance configuration (payments, subscriptions, receipts and accounting), see the Finance guides.