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This page covers the company-level configuration and defaults that shape the documents you create — the settings that apply across your invoices and credit notes rather than to a single document. They live in Company Configuration, the tabbed hub for your company.
Configuration is spread across the Company Configuration tabs rather than a single screen. The exact controls available may vary as the app evolves — use this page as a map of where each kind of default lives.

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Where defaults live

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Defaults that apply to documents

Company-level details flow onto every new document automatically, so you don’t re-enter them each time:
  • Your legal name, TRN, and address populate the supplier details on each invoice.
  • Your electronic address is used to route e-invoices over the network.
  • Your number series assign the next document number for each document type.
  • Your branding (logo, colour, sections) is applied to the generated PDF.
Set these once and keep them current. Accurate company configuration means every new document starts compliant and correctly branded without extra work.