How Can We Help?
Create Your Organisation & Set Tax Settings
Steps
- Navigate to Settings → Organisation Profile.
- Enter company details: Name, {{businessNumber}}, address, currency ({{currency}}), timezone ({{timezone}}).
- Upload a logo (600×200px recommended, max 2MB, PNG/JPG/SVG).
- Go to Settings → Taxes → Enable {{tax}}.
- Set your default tax rate (e.g., 10% {{tax}} in AU, 20% VAT in UK).
- Save all settings.
FAQs
Can I change currency later?
Yes, you can change your currency in Settings → Organisation Profile → Currency. However, this will only affect new quotes and invoices. Existing records will remain in the original currency.
Can I have multiple organisations?
Yes, you can create multiple organisations and switch between them via the profile menu in the top-right corner.
What tax rates should I use?
{{tax}} rates vary by location. In Australia it's 10%, UK VAT is 20%, US sales tax varies by state (0-11%), Canada HST/GST varies by province (5-15%). Consult your accountant for specific rates.
What image formats are supported for logos?
PNG, JPG, and SVG formats are supported. Recommended size is 600×200px with a maximum file size of 2MB.
Can I set different tax rates for different services?
Yes, you can override the default tax rate on individual quote and invoice line items. Some services may be tax-exempt or have different rates.
Troubleshooting
Logo fails to upload → check size (max 2MB) and format (PNG/JPG/SVG). Currency not saving → ensure you have System Admin or Admin permissions. Tax calculations incorrect → verify your tax rates match local requirements.