Complete your company details form

Wednesday 24th June 2009 by Dana

Company details are stored on the Organisation Settings page together with your invoicing, accounting and system preferences.

Step 1.

Navigate Home > Settings > Organisation.

Step 2.

Fill in your company details; below is a break down of each of the sections that need to be filled in about your organisation.

Contact Details

What The Fields Mean

Type

Select the type of organisation you are setting up Clear Books for.

Industry

Select the organisation’s industry.

Company Number

Enter the company number.

Trading Address

Make sure you fill in your trading details correctly as these will appear on your invoices.

Registered Details

What The Fields Mean

Registered Address

If your registered address is different from your trading address please enter it here. This will appear at the bottom of your invoices.

Manage VAT schemes

This will take you through to the VAT schemes you have set up on the system if you are VAT registered.

Logo, Invoices Preferences And Other Details

What The Fields Mean

Logo

Select your company logo to upload, please note that it needs to be in gif, png or bmp.

Tax reference

Enter your employer tax reference.

Payment details for invoice

Select the default bank account details you would like to appear on invoices.

Sales Invoice Prefix

Enter your preferred sales invoice prefix.

First Invoice #

If you would like to start you invoice numbering from a higher number enter it here.

API

This is where your Clear Books account API key will appear.

Step 3.

Check details are entered correctly and click Confirm Changes.

organisation settings Posted in Help