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Company Finance Profile

Company finance profile controls the company information shown on invoices.

Company Fields

FieldRequired
Company nameYes
AddressYes
EmailYes
Phone numberYes
SST numberOptional
TIN numberOptional
GST numberOptional
LogoRecommended
Invoice disclaimerOptional

Invoice Disclaimer

The disclaimer appears at the bottom of the invoice. Use it for payment terms, legal notes, refund terms, or other finance statements that should be visible to the customer.

Access

Company finance profile should be managed from the finance profile/settings area. Finance-sensitive fields should only be editable by finance or superadmin roles.