Under Einstellungen, Firma (Settings, Company) you maintain everything that appears on your documents.
Company details
The overview shows the company name, address, IBAN, bank and VAT details. Use Bearbeiten (Edit) to open the setup assistant and adjust the details; Alle Details (All details) shows the complete profile.
Personalising your documents
- Upload a Logo: it appears in the header of quotes and invoices.
- Unterschrift (Signature) and Stempel (Stamp): give your documents the personal touch you know from paper.
- Dokument-Layout (Document layout): determines the look of the PDF documents.
Good to know
- Changes apply to newly generated PDFs; documents already sent stay unchanged.
- The IBAN from the company profile feeds the QR payment slip, so keep it up to date (see “The Swiss QR invoice”).
- A clean, landscape-format logo works best on the letterhead.