Organization

Organization Settings

Manage company information, branding, billing access, and destructive organization actions.

Quick Start

Organization Settings is the company configuration page for your workspace. You can open it from either of these entry points:

Permissions: Only organization owners can edit settings. Members and guests can view but not modify.

Organization settings entry points

Page Sections

The current page is organized into four main sections:

Company Information

This section contains the editable company profile form:

  • Company Name
  • Company Email
  • Company Phone
  • Default Currency
  • Timezone
  • Company Address

Owners can click Edit Settings to unlock the form. Non-owners see the same information in read-only mode.

The logo section includes:

  • A 128×128 preview area
  • Upload dropzone with drag-and-drop support
  • File picker link
  • Delete button when a logo already exists

Subscription & Billing

This section links to Manage Subscription so owners can review plan details, usage, and billing.

If the organization has access to priority support, the same page also shows a Contact Live Support action.

Danger Zone

Owners also see a destructive Delete Organization section. Deleting an organization requires typing delete in the confirmation dialog before the action is enabled.


Editing Company Information

Open Edit Mode

  1. Open Organization Settings
  2. In the Company Information card, click Edit Settings
  3. The form fields become editable

Update Fields

FieldRequiredMax LengthDescription
Company NameNo255 charsBusiness name on invoices
Company EmailNo-Primary business email (must be valid)
Company PhoneNo50 charsBusiness phone number (any format)
Company AddressNo500 charsFull address (multi-line textarea)
Default CurrencyNo-Currency for invoices and analytics
TimezoneNo-IANA timezone (e.g., America/New_York)

Note: The form accepts blank values for optional fields, but if you enter a company name it must be at least 1 character and at most 255 characters.

Save Changes

  1. Click Save Organization Settings button
  2. The changes are saved immediately
  3. The form returns to read-only mode
  4. A success toast confirms the update

Cancel: Click Cancel to discard unsaved changes and reset the form to the current saved values.


Company Logo

  1. Scroll to "Company Logo" section
  2. Drag and drop an image file or click browse files
  3. Select image file
  4. Upload starts automatically
  5. Logo appears in preview area

File Requirements:

  • Formats: PNG, JPG, JPEG, WebP
  • Max size: 2MB
  • Recommended: 400x400px square image

Logo Preview

  • 128x128px preview shown
  • Current logo displays if set
  • "No logo" placeholder if not set
  • Owners can remove the existing logo with the delete button on the preview

Default Currency

Purpose: Sets the default currency for:

  • New invoices
  • Analytics calculations
  • Product prices

Multi-currency: You can still create invoices in different currencies. This just sets the default.


Subscription & Billing

Current Plan

Displays your active subscription plan:

  • Click Manage Subscription to view plan details
  • Change plans or update billing information
  • View usage and limits

Priority Support

If priority support is available for your plan, the page shows a support card with direct access to live chat.

Click Contact Live Support to open chat from the settings page.


Permission Notes

Owner-Only Actions

Only organization owners can:

  • Edit company information
  • Upload/delete company logo
  • Change default currency
  • Update timezone
  • Delete the organization

Common Errors


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