Company

Overview

The Company page (/settings/company) is where you define your business identity used across invoices, receipts, and billing communication.

All changes are saved with Save changes in the page header.

Section 1: Company identity

These fields describe your business on billing documents and emails.

• Company / DBA name: Main legal or trading name shown to customers.
• Tagline or slogan (optional): Extra branding line.
• Billing email: Main billing contact email.
• Support phone: Phone displayed as support contact.
• Website URL: Public website link.
• Tax ID / NIP (optional): Tax identification number shown on invoices.

Section 2: Billing address

This is your company billing address.

• Address line 1
• Address line 2
• City
• State / Province
• Postal code
• Country

For invoice generation, the system expects: company name, billing email, address line 1, city, postal code, and country.

Section 3: Branding & assets

Controls invoice branding and portal invitation messaging.

• Invoice logo

• Upload format: PNG or SVG

• Max size: 1 MB

• You can remove and replace the current logo.

• Welcome message

• Opens a dedicated editor for the customer portal invitation email.

• Supports placeholders like {client_name} and {portal_url}.

• Can use custom text or default text.

• Customer portal URL

• Read-only field.

• Auto-generated from your tenant subdomain.

• Send welcome email automatically after creating portal access

• Stores the portal invitation behavior preference for your tenant.

Section 4: Ticket Checklists

Defines the default installation checklist template used when converting a lead into an installation ticket.

• Toggle to enable/disable automatic checklist creation.
• Template is one line = one item.
• Reset to default restores the built-in checklist.

Section 5: Monitoring

Infrastructure monitoring toggles.

• Router Monitoring: Enables periodic router status checks.
• Client Session Monitoring: Enables client session tracking.

What affects invoices directly

The following fields from /settings/company are used in invoice output:

• Company name, tagline, billing email, support phone, website, tax ID
• Billing address
• Portal URL
• Invoice logo

These values are included in invoice metadata at issue time, so updates mainly affect newly issued invoices (not historical records already generated/sent).