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OrganizationSettings

The Settings module allows you to define the foundational information for your company within Billing Now.
From here, you can:

  • Update company details (name, contact info, address, etc.)
  • Add and manage bank accounts
  • Create and configure tax rates

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🏢 Company Information

This section contains your company profile and contact details used across invoices, estimates, and credit notes.

FieldDescription
Company NameThe display name of your company in documents.
Legal NameThe legal entity name.
EmailCompany contact email.
Phone NumberDefault phone number shown on invoices.
Professional TelephoneOptional secondary contact.
Address Line 1 / 2Company address.
City / State / ZIP / CountryComplete location data.
Website(Optional) Company website.
Number of EmployeesFor internal reference.
Default CurrencyDefault currency for all financial documents.
Restrict Invoice EditingToggle to allow/disallow invoice modification after sending.

✏️ Editing Company Info

  1. Click Update at the top-right of the company card.
  2. Edit your company details in the form.
  3. Click Update Company to save.

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🗑️ Deleting a Company

Click Delete, confirm by entering your company name and ID, then validate.
⚠️ Caution: This action is permanent and cannot be undone.

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🏦 Bank Accounts

The Bank Accounts section stores company bank details used for payments and displayed on invoices.

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FieldDescription
NameAccount name (e.g., Main Business Account).
CountryCountry where the bank is located.
CurrencyCurrency of the account.
IBANInternational Bank Account Number.
Default Bank AccountMarks this account as the default one for invoices.

➕ Adding a Bank Account

  1. Click Add Account or Add Your First Account.
  2. Fill in the required details.
  3. Click Create Bank Account to save.

You can manage multiple bank accounts and assign one as the default for outgoing invoices.

💰 Tax Settings

This section helps define applicable tax configurations for your company.

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FieldDescription
Tax DesignationName of the tax (e.g., VAT, GST, Sales Tax).
Standard Rate (%)Percentage rate applied to invoices and items.
Default TaxMarks this tax as the default for all new documents.

➕ Adding a Tax

  1. Click Add Tax or Add Your First Tax.
  2. Enter the tax name and rate.
  3. Toggle Default Tax if it should apply by default.
  4. Click Create Tax.
Tip

You can add multiple tax types if your organization operates in several countries.

💡 Best Practices

Note

✔ Keep company and bank details up to date to avoid errors in invoices.
✔ Define a default currency and tax rate early for consistency.
✔ Use clear naming for bank accounts to distinguish between local and international ones.
✔ Regularly review your tax settings if your business operates in multiple jurisdictions.

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