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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.