Company details, logo, bank details and branding

Where to set your company name, address, registration numbers, logo and bank transfer details, and how the Company Branding page controls what prints on contracts.

Where: web · Who can use it: Everyone signed in can look at the Company Settings page. Only directors and owners can change company details. Company Branding is for owners and directors.

Screens may differ slightly from what you see.

What it is for

Your company details appear on quotes and contracts. This article covers two screens:

• Company Settings (Admin > Settings, address /settings). The top of the page holds the company logo, company details, address, registration numbers and bank transfer details.
• Company Branding (Admin > Company Branding, address /settings/branding). This edits the letterhead that prints on quotes and on every contract your customers sign, with a live preview.

Who can use it

• Company Settings: the side menu entry is shown to people who have the Manage Users permission. Anyone who opens the page and is not a director or owner sees this banner: "You are viewing company settings in read-only mode. Only directors and owners can edit these settings."
• Directors and owners: can edit the logo, details, address, registration numbers and bank transfer details.
• Company Branding: the menu entry is shown to owners and directors only.
• Bank details per brand: shown to directors and owners. Only the owner can edit it (the card is read-only for a director).

How to use it

Change the company logo

1. Open Settings from the Admin section.
2. Find the Company Logo card.
3. Select Upload Logo (or Replace Logo if one is already there).
4. Choose a PNG or JPG file. The page says "PNG or JPG format recommended. Maximum file size: 5MB."

The page says the logo shows in the sidebar navigation and on generated quote documents.

Change company details, address and registration numbers

1. Open Settings.
2. In the Company Details card, fill in: Company Name, Phone Number, Email Address, Website.
3. In the Address card, fill in: Address Line 1, Address Line 2, Address Line 3, Postcode.
4. In the Registration card, fill in: Company Number, VAT Number, EORI Number.
5. Scroll to the bottom and select Save Changes. The button is greyed out until you change something, and the page shows "You have unsaved changes" beside it.

Set the bank transfer details shown on quotes

1. On Settings, find the Bank Transfer Details card. It says the details are "Shown on quote PDFs and emails so customers can pay by BACS".
2. Tick Show on quotes.
3. Fill in Account Name, Sort Code and Account Number.
4. Fill in Payment Reference Template. Put {quote_ref} where you want the quote reference to appear. The card says this inserts the quote reference automatically.
5. If you need them, open International transfers (BIC / IBAN) — optional and fill in BIC / SWIFT and IBAN.
6. Select Save Bank Details. The card shows "Bank details saved" when it works.

Give a brand its own bank details

The Bank details per brand (optional) card lists your brands. It only appears when you have brands. A brand left blank uses the company's details from the card above.

Edit the letterhead on Company Branding

1. Open Company Branding from the Admin section.
2. Edit any of these fields: Company name, Address line 1, Address line 2, Address line 3, Postcode, Phone, Email, Website, Company registration number, VAT number.
3. Watch the preview headed "How it will look on a contract". It updates as you type. Blank fields are left out.
4. Select Save branding. The page confirms with, for example, "Saved 2 fields."

Fields marked with an asterisk are printed on contracts: Company name, Address line 1 and Postcode. If any of these is empty the page shows "A contract would go out without:" followed by the missing fields.

Tips

• Check the Company Branding preview after any change. The page says nothing is borrowed from another company.
• The page says a badly formatted VAT or registration number is not blocked. Only an empty company name is refused. Check these by eye.
• The logo is uploaded on the Company Settings page, not on Company Branding. The Branding page tells you this.

Things to know

• Company Settings and Company Branding both hold company name, address and contact details. They are separate screens.
• The bank details card and the per-brand card are only shown to directors and owners.
• Other cards further down the Company Settings page are covered in Quote wording, defaults and company switches and AI keys, login security and the app download.

Related articles

• Quote wording, defaults and company switches
• AI keys, login security and the app download
• Brand settings
• Work with a quote