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Company Setup

Overview​

Company Setup is where you configure your official business details. This information appears on all your invoices and is used for compliance verification with EU standards.

Accessing Company Setup​

  1. From the main menu, go to Business Settings > Details
  2. The page shows four sections in a grid layout: Registration Details, Contact Information, Address, and Company Logo
  3. Click Edit to enable the form, make your changes, then click Save

Registration Details​

The top-left section contains your tax and business identifiers.

Company Registration Number

  • The unique ID assigned to your company by your country's national trade or company register
  • Examples by country: Handelsregisternummer (Germany), Firmenbuchnummer (Austria), SIREN Number (France), KVK-nummer (Netherlands), Company Registration Number / CRN (UK)
  • Required for small businesses without a VAT number (see below)

VAT Number

  • Your EU VAT identification number (e.g., DE123456789)
  • Required for B2B invoicing within the EU
  • docs101 validates the format automatically against the VIES database
  • If you are VAT-exempt (small business), leave this field blank

Seller Identifier

  • A globally unique business identifier such as GLN or DUNS number
  • Required if you use the Small Business VAT Exemption and don't have a Company Registration Number

Small Business VAT Exemption

  • Enable this checkbox if you qualify for VAT exemption under your country's small business rules (e.g., § 19 UStG in Germany)
  • When enabled, all invoice positions use the "Small business" tax treatment with VAT category "E" (Exempt) at 0%
  • You must provide at least a Company Registration Number or Seller Identifier to uniquely identify your business
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Enabling the Small Business VAT Exemption affects all invoices. Make sure you are legally eligible before activating this setting. Contact your tax advisor if unsure.

Legal Representative

  • Full name(s) of the person(s) officially registered to represent the company (e.g., Managing Director, CEO)
  • In some countries (e.g., Germany, Austria), naming the "Geschäftsführer" on business documents is a legal requirement
  • Strongly recommended — appears on your invoices

Tax Identification Number (TIN)

  • Your country's national tax ID, different from the VAT number
  • In Germany, this is your "Steuernummer"
  • May be required if you are not VAT-registered

Contact Information​

The top-right section contains your business contact details. These appear on your invoices.

Name

  • Your official company or business name

Email

  • Your business email address

Phone / Mobile

  • Business phone and mobile numbers

Website

  • Your company website URL

Address​

The bottom-left section contains your business address. This appears on all invoices and must match your official business registration.

Street

  • Full street address including house number

Postal Code / City

  • Your postal code and city

District

  • Optional — district or region

Country Code

  • Select your country from the dropdown

The bottom-right section lets you upload your company logo.

  • Click the logo area to upload a new image
  • Supported formats: PNG, JPG, GIF, WebP, AVIF
  • The logo appears on all generated invoices
  • To remove a logo, hover over it and click the delete icon
Logo Best Practices

Use a PNG with transparent background for best results on colored invoice templates. A high-resolution logo ensures professional appearance.

Impact on Invoices​

Your company setup affects:

  • Invoice Header — Company name and address appear on all invoices
  • Email Display Name — Default email display name uses your company name
  • Compliance Data — VAT and tax numbers are embedded in ZUGFeRD/Factur-X XML
  • Default Settings — Used as defaults for new invoices
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Changing company details only affects new invoices. Existing invoices keep their original company information.

Best Practices​

  1. Match Official Registration — Ensure all details match your official business registration documents
  2. Set Legal Representative — Required in some countries and strongly recommended for all
  3. Logo Quality — Use a high-resolution logo for professional appearance on invoices
  4. Update When Changes Occur — If your company address or ownership changes, update immediately
  5. Review for Compliance — Have your accountant review to ensure compliance with local requirements

Compliance Checklist​

Before creating your first invoice, verify:

  • Company name matches official registration
  • Address includes all required components (street, postal code, city, country)
  • VAT number is correctly formatted and passes VIES validation (standard business) — or Small Business toggle is enabled with a registration/seller identifier
  • Legal Representative is set
  • Logo is uploaded and looks professional
  • Your accountant has reviewed the settings

See EU Compliance Guide for country-specific requirements.

Next: Set up Bank Accounts for invoice payments.