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Updating Companies

By clicking on the gear icon ( ) for a given company, you can update that company's basic information.

Basics

On the basics tab, you can update a few bits of company information and several settings, such as:
  • Uploading a company logo
  • Updating the company's name if needed
  • Enter the full company address, which will appear on company invoices and remain on file for your reference.
  • If you invoice in multiple currencies, you can indicate this company's preferred currency.
  • Allowing invoicing of individual company clients in addition to being able to invoice the company.
  • Adding the company domain allows the system to recognize and associate clients signing up via an Offering to be associated with the company.
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Delete/Deactivate

In the Delete/Deactivate tab, you can delete or deactivate your company.
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