Your company details in Invoice Office are the business information your documents are built from: your company name, address, VAT number, phone number, email and website. You enter them once in your company settings, and Invoice Office fills them into every invoice, quote and other document you send. Your logo, default currency and language are set in three other places — this guide walks through all of them, in the order you would set up a new account.

Step 1 — Open your company information

Go to Settings → Company → Company information.
The Company account page opens with three tabs: Details, Bank account and Addresses.

One Save button at the top of the page stores all three tabs at once.

Step 2 — Add your company name and contact details

On the Details tab, fill in:

Account name — your company name, as it should appear on your documents. Required.
Email — your company’s email address. Required.
Phone and Website — the number and web address customers can reach you on.
Mobile and Fax — optional.

The same tab has room for your Legal form, Industry and Number of employees.

The Details tab of the Company account page in Invoice Office filled in for Proseware Ltd, with phone, website, CoC Number 12345678 and VAT number GB123456789; the Account name and Email fields are outlined in red

Step 3 — Enter your VAT and registration numbers

Still on the Details tab:

VAT number — your VAT or tax registration number.
CoC Number — your chamber of commerce or company registration number.

This is the VAT number that identifies your company on a document. The VAT rates you charge are set up separately — see how to change the VAT.

Step 4 — Add your company address

Open the Addresses tab.
Under Billing address, fill in Street, Postal code, City and Country. Street, city and country are required.
Under Shipping Address, leave Same as billing address switched on — or switch it off and enter a separate address.
Click Save.

The billing address is the one your documents use for your company’s address.

The Addresses tab of the Company account page in Invoice Office, outlined in red, with a Billing address of 27 Calder Row, LS11 5QP Leeds, United Kingdom (GB) and a Shipping Address card with Same as billing address switched on

The Bank account tab holds your bank name, account number and BIC. See how to add your bank account details to invoices.

Tip: Quick configurator, in the menu on the left of the same page, puts the essentials — company name, CoC number, email, bank account and billing address — on a single page.

The Quick configurator in Invoice Office, outlined in red in the left menu, with Information, Billing address and Branding tabs and the fields Company Name, CoC Number, Email, Bank and Bank account number filled in for Proseware Ltd

Step 5 — Upload your company logo

Your logo is not part of the company information page. It belongs to the document template, so it is uploaded in the document design editor:

Go to Settings → Documents → Document designs, pick the language and open a design.
If the toolbar shows a Document design / Document template switch, choose Document template.
On the Blocks tab, open the Logo block. Leave Show text switched off and add your file under Logo image.
Set the Logo position and Logo size, then click Save.

The full walkthrough is in upload your logo and background image.

Step 6 — Set your default currency and language

Go to Settings → Company → Company settings.
Open the Country tab.
Choose your Currency Code — your company’s default currency.
Set how amounts are written: Currency format (symbol before or after the amount), Show currency symbol, Decimal symbol and Thousand sign.
Choose your Language.
Click Save.

The Country tab of Company settings in Invoice Office with Currency Code set to British Pound (£) and Language set to English (UK), both outlined in red, between Currency format, Show currency symbol, Decimal symbol Dot and Thousand sign Comma

These are the defaults for your whole company. Each user can choose a different currency and language for themselves: click your name at the top right, choose Account settings and open its Country tab.

The Country tab of Account settings in Invoice Office, outlined in red, with the note These settings override the company setting above the user's own Currency Code, Currency format, Show currency symbol, Decimal symbol, Thousand sign and Language

To invoice a customer in another currency, see how to manage multiple currencies.

Step 7 — Preview how your details appear on a document

Your details reach a document through the Company details block of the document template. To check the result:

Go to Settings → Documents → Document designs and open a design.
If the toolbar shows a Document design / Document template switch, choose Document template. On the Blocks tab, make sure the Company details block is switched on.
Click Preview. Invoice Office builds a sample document with demo lines and your own company details.

The Invoice Office document template editor with the Company details block and the Preview button outlined in red; the sample document's footer shows Proseware Ltd's address, phone, email, website, CoC number, VAT number and bank details, and the panel on the right lists Footer text 1 with the placeholders [accountName], [accountAddressStreet], [accountAddressPostalcode] [accountAddressCity] and [accountAddressCountry]

You can also open an invoice and use Preview to see it as your customer will — see how to create an invoice.

Placeholders that print your company details

The Company details block holds four pieces of text — Footer text 1 to Footer text 4 — and each can be shown in the Header or the Footer; see how to set footers and a signature. The text is made of placeholders that Invoice Office replaces with your company information:

Placeholder	What it prints
`[accountName]`	your Account name
`[accountAddressStreet]`	the Street of your billing address
`[accountAddressPostalcode]`	its Postal code
`[accountAddressCity]`	its City
`[accountAddressCountry]`	its Country
`[accountPhoneNumber]`	your Phone number
`[accountEmail]`	your Email
`[accountWebsite]`	your Website
`[accountVatNumber]`	your VAT number
`[accountCocNumber]`	your CoC Number

If a detail is missing from the document, check that the field is filled in on Company information and that its placeholder is in the Company details block. A label-and-value line such as [labelVatNumber]: [accountVatNumber] is left out when the field is empty, so you never print an empty label.

Set up your company details