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Organization Settings holds your company’s details. These appear on invoices and other documents, so keep them up to date.
Organization Settings page with the General tab showing company details, contact information and address

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Tabs

  • General - Company details, contact information and address
  • Logo - Upload your company logo
  • Billing & Subscriptions - Your plan and billing details

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Update your details

  1. Click Organization Settings in the sidebar under Your Account.
  2. On the General tab, update the fields in each section:
    • Company Details - Company name and registration number
    • Contact Information - Email and phone
    • Address - Address line 1, city and the rest of the address
  3. Click Save changes.
Open the Logo tab, choose your logo file, and upload it. The logo appears on documents generated by RotaPad.
Check your address and registration number before you generate invoices. They are copied onto each invoice.