Company details

The workshop details customers see: name, VAT number, address and contact, plus a note printed on documents. The company e-mail is changed only by the account owner, because licence billing goes to it.

01What it is

Company details are the workshop name, VAT number, address, phone and e-mail, plus a note on documents. The VAT number is checked against the workshop country.

The company e-mail is the licence billing address, so only the account owner changes it. Everyone else sees it read only.

DETAILS ON DOCUMENTS: Workshop name, address and contact.
NOTE: Your own text printed on documents.
BILLING E-MAIL: Only the account owner changes it.

02What it is for

Correct documents

Quotes and customer printouts carry current workshop details.

Safe billing

The licence billing e-mail does not change without the owner.

Your own note

For example a bank account number or warranty information.

03Main options

Company details is one form with registration and contact details.

Name, VAT number, address and contact

The name is required.

VAT number checked against the workshop country
Address, city, postcode, phone
E-mail (changed by the account owner)
Note on documents

04Tasks step by step

STEP 1Open Settings › Company details.
STEP 2Enter the name, VAT number, address and phone, and in the note the text to print on documents.
STEP 3Save.

05Actions

The most common tasks around company details.

Update details

Name, VAT number, address and contact.

Document note

Your own text on printouts.

06What it connects to

Choose a module to see where company details appear.

SETTINGS

Licence

Licence billing goes to the e-mail in company details.

Go to the topicLicence