Organization
Organization Settings
Edit company information, upload logo, and manage organization settings.
Quick Start
Organization Settings allows owners to edit company details and branding. Access it from Organization → Settings button or directly at Settings.
Permissions: Only organization owners can edit settings. Members and guests can view but not modify.
Editing Company Information
Click Edit Button
- Navigate to Organization Settings
- Find the "Company Information" card
- Click the Edit button (top-right of card)
- Form fields become editable
Update Fields
| Field | Required | Max Length | Description |
|---|---|---|---|
| Company Name | No | 255 chars | Business name on invoices |
| Company Email | No | - | Primary business email (must be valid) |
| Company Phone | No | 50 chars | Business phone number (any format) |
| Company Address | No | 500 chars | Full address (multi-line textarea) |
| Default Currency | No | - | Currency for invoices and analytics |
| Timezone | No | - | IANA timezone (e.g., America/New_York) |
All fields are optional - leave blank if not needed.
Save Changes
- Click Save Organization Settings button
- Changes are saved
- Form exits edit mode
- Success notification appears
Cancel: Click Cancel button to discard changes and reset form.
Company Logo
Uploading Logo
- Scroll to "Company Logo" section
- Drag and drop an image file or click browse files
- Select image file
- Upload starts automatically
- 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
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 (Pro+ Only)
Available on: Pro and Enterprise plans
Features:
- Faster response times
- Live chat support
- Priority assistance
Click Contact Live Support to open live chat.
Permission Notes
Owner-Only Actions
Only organization owners can:
- Edit company information
- Upload/delete company logo
- Change default currency
- Update timezone
Common Errors
Related Topics
- Organization Overview - View organization details
- Creating Invoices - Company info appears on invoices
- Subscription Plans - Upgrade for more features