Set company information for invoices and documents

Read the video transcript

Open Settings from the Pixie CRM dashboard, then choose Company Information. These settings control the organisation details used in document layouts. They are separate from the company name shown in General settings.

Enter the company name you want to use on business documents. Use your organisation's correct details. Our example uses Willowbrook Consulting, a fictional training company, so the records shown here do not represent a real business transaction.

Complete the address, city, state or county, and postal code. Follow each field label on your screen. Check these details carefully, because they can appear in the company information section of generated documents.

Review Country Code and Phone. We are using G B and a reserved example number. Complete VAT Number with the relevant company details when needed; we leave it blank for this training example. Keep the information format unchanged unless you intend to customise the document layout.

Choose Save Settings and wait for the page to reload. Check that the company details are still present. The saved settings are ready to be used by document templates that include these company information fields.

Continue with the localisation, logo and invoice setup tutorials for the next steps. Use the matching written guide linked in this video's description. Available settings and document layouts depend on your permissions and enabled modules.