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Managing Your Company and Subsidiary Billing Information

Learn how to manage your company’s billing information, logo, and subsidiaries within Productive.

Updated over a week ago

In Settings > Company Info, you can manage your company’s or subsidiary's billing details, including the default "Bill from" information (displayed on invoices) and the logos that appear on PDF export documents.

Updating Billing Information

Select the company or subsidiary to update.

Add or edit the following details:

  • Full Company Name
    This information is shown in the "Bill from" section on invoices.

  • Tax ID
    More information here.

  • Address
    Street, City, ZIP/Postcode, State, Country.

  • Default Tax Rate
    Choose from a dropdown of tax rates created for the subsidiary in Settings > Company Info > Tax Rates.

    This pre-fills the tax rate field on invoices, budgets, and deals if no default tax rate is set for the associated client company.

  • Company logo

    Visible across all document templates (invoices, proposals, budgets, POs)

How Can I Resolve Missing Logos on Invoices in the System?

When company logos are not appearing on invoices, the most common cause is an issue with the logo settings in your account.

To update the default company logo:

  • Navigate to Settings > Company Info

  • Select the subsidiary (bill-from entity) you need to update the logo for

  • Upload a new logo in a supported format (JPG, PNG, JPEG).

  • The logo will appear on all PDF exports, including invoices.

📌 Note: GIFs are not supported. Even if uploaded, they will not display correctly and will show an error image on invoices.

Good to Know: Adding Subsidiaries

If your subscription plan supports multiple subsidiaries, you can manage them in Settings > Company Info.

Here, you can add additional subsidiaries, ensuring that each one has its billing information and settings.

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