Company and bank details must be configured to be used in print templates, such as invoices, contracts, and offers.
NB! Only an account owner with administrator rights can configure company data.
Configuring Company Data
Settings -> Company Data
Note: The company name has already been pre-filled by us during account creation. If there is an error, please contact us at [email protected].
Company Data:
Phone: Add the company's contact number.
Email: Add the company's general email address.
Website: Add the company's website address.
Click the "Save Changes" button to confirm and save the company data in the system.
Configuring Bank Data
Settings -> Company Data -> Bank Data
Bank Data:
Bank Name: Enter the bank name (e.g., “Swedbank”).
Bank Account (IBAN): Enter the company’s IBAN (International Bank Account Number).
Bank Code (SWIFT): Enter the bank’s SWIFT code, which is required for international transactions.
Click "Save Changes" to confirm and save the bank details.
Uploading the Company Logo
Click on the image area to drag and drop the logo file or select a file manually.
Supported file formats: JPG, PNG, and SVG. The logo size should be within 300px x 40px. Larger files will be resized automatically.