Setting Up Your Organization
Configure your organization profile during onboarding, then manage it from the Organization page and central Settings hub.
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.
After Onboarding
Once onboarding is complete, PineBill gives you two main places to manage organization configuration:
- Organization for the company overview, metadata, and team section
- Settings for the centralized settings hub
From the Settings hub, organization-related actions are grouped under Organization Management:
- Company Settings for branding, currency, timezone, and company details
- Subscription for billing, plan, and usage
- Employees for teammate and role management
The same Settings hub also links to document settings, product configuration, API keys, and API audit logs.
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 your company profile after onboarding:
- Open Settings
- Click Company Settings
- Click Edit Settings
- Update the form fields
- Click Save Organization Settings
You can also start from Organization and use the Settings button in the page header.