Company settings
Where every setting lives, your account's data and branding, tax data, invoicing preferences and custom fields.
How Settings is organized
Every settings card and who sees it
Account data settings
Name, type, branding and date formats
Reset account data and start from scratch
Wipe trial data once and start clean
Why can't I change a setting?
Missing cards and settings you can't save
Tax and company data
Legal name, tax ID, fiscal address, taxes
How the fiscal country sets your taxes
Tax catalog, standard tax and changes
Sales invoicing preferences
Default taxes, account and numbering
Purchase invoicing preferences
Purchase taxes, payment account, numbering
Fix “The tax is not active in the company”
A default tax that won't save
How custom fields work
Data types, targets and printing
Create a custom field
Create, print, edit and archive fields
Fill in custom fields on a record
Enter values on orders and records
Why is a custom field read-only or locked?
Add-on, locked type and read-only documents