Settings
Brand profile, team, notifications, and configuration.
Where do I set my company legal details and bank details?
Under Settings → Documents. Brand legal details holds your registered name, address, and VAT / EORI / Reg numbers — the "from" block printed on every document (each line individually toggleable per document type). Payment details holds bank details per currency; the block matching an invoice's currency prints on the PDF.
How do I update my brand profile?
Go to Settings to update your brand name, logo, website, and default currency. These appear on linesheets, emails, and PDF documents shared with customers.
Where do new-order notifications go?
Order alerts go to your team members' emails. Under Settings → General → Brand profile you can also set an "Order notifications email" (e.g. orders@yourbrand.com) so a shared inbox always receives them.
How do I manage team members?
In Settings → General, the Team section lets you invite new members, change roles (Admin, Editor, Viewer), and remove people from your workspace. Extra seats are billed from the Membership section just below it.
How do I customize linesheet presentation?
Open Settings → Branding → Linesheet presentation to configure default linesheet appearance, fonts, logo placement, and colour scheme — the same font is used on your PDF documents.
How do I set up my terms and conditions?
In Settings, add your terms and conditions. They're displayed to customers when viewing shared linesheets and placing orders.