Organization settings

Company profile, branding, defaults, security, and subscription.

9 articles

9 articles

Review your legal company profile and contact details so new invoices are issued with accurate business information.

Keep legal name, tax ID, company type, and billing address current in organization settings.

Set default series, payment terms, and other invoice presets so new documents start with the right values.

Set VAT presets, default IRPF withholding, and investment-goods rules so invoices and expense reporting match your tax setup.

Keep company contact information current and customize how invoices look on PDF exports.

Export organization data and manage GDPR consents from the Data & privacy section.

Review plan usage, current pricing, and open the Stripe portal to manage payment methods and billing.

Audit who belongs to your workspace, what role each member has, and when to remove access or review connected firms.

Share your referral link, track invited organizations, and earn billing rewards when they become paying customers.

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