Setting Up Your Organization
Configure your organization profile, company branding, and essential settings in PineBill.
Overview
Your organization represents your business in PineBill, holding all invoices, customers, products, and managing team access, branding, and settings.
Onboarding Steps
Welcome & Organization Name
Enter your business name and business email address,
Company Information (Optional)
Add phone number and full address,
Default Settings (Optional)
Choose currency and timezone,
Company Logo (Optional)
Upload your logo for invoice branding.
Complete Setup
Review and finish.
Configuration Details
Company Name
Use your official business name as it appears on invoices and emails throughout the platform.
Company Address
Enter your business address with street, city, state/province, postal code, and country. This appears on all invoices.
Contact Information
- Email: Use a professional business email (e.g.,
billing@yourcompany.com) - Phone: Include country code (e.g., +1 555-123-4567)
Company Logo
Upload your logo to add professional branding to invoices.
Requirements:
- Formats: PNG, JPG, JPEG, WebP
- Max size: 2 MB
- Recommended: 400x400 pixels or larger, transparent PNG
You can skip this and add it later. Your organization name will appear on invoices instead.
Default Currency
Select your primary currency (USD, EUR, GBP, CAD, AUD, and 150+ others). This becomes the default for new invoices, but you can change it per invoice if needed.
Timezone
Your timezone affects invoice dates, scheduled tasks, and analytics. Choose your region and closest major city (e.g., "New York", "London", "Seoul").
Choose carefully - changing timezone after creating invoices may affect date displays.
Editing Settings Later
To update settings: Click profile icon → "Organization Settings" → "Company Settings" → Edit → Save.