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 > Invoicing > 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.
Updating the Logo
To update the default company logo:
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.
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.
