Company profile
Company number, VAT, bank details, logo: what appears on every document.
What's mandatory
Company number and VAT regime. They drive the legal wording on your quotes and invoices, and the VAT applied.
What saves a phone call
Your bank details. An invoice asking for a transfer without them forces your client to call you back.
What changes the look
Your logo and brand colour. They dress the PDF and the e-mail your client receives — they should recognise YOUR company, not the tool.
