Manage your company details
Set the legal name, address, contact details, registration and tax IDs and the legal-document URLs that appear on your offer PDFs, invoices and customer-portal pages.
The Company details page holds your workspace's legal, contact and registration profile. It is separate from your personal user profile (My User > Profile) and from your Reonic subscription details (Licenses & Billing). Your logo, brand colours and custom CSS are part of your visual branding: Reonic sets them up during onboarding; for changes, contact the support chat.
Before you start
- You need the Admin role. Editors and Viewers don't see Company details in the Settings menu.
- Have your details ready: registered legal name, business address, contact email and phone, commercial-register number and court, tax number and VAT ID, and the URLs of your homepage, privacy policy, imprint and general terms.
- Changes apply to offers, invoices and portal pages generated after you save. Already-issued PDFs keep the details that were active at issue time.
Edit your company details
- Click Settings in the left sidebar of the Portal.
- Choose Company settings > Company details.
- Edit the fields you need.
- Click Save.
The editable fields are:
- Company / legal name: your registered company name. It appears in PDF footers and in the company-name variable used by email templates.
- Address: street and number, postcode, city. Used on offer PDFs and customer-portal pages. The country follows your workspace locale and is shown here but not editable.
- Contact email: your customer-facing email. It is typically the reply-to address on customer-facing mail.
- Phone: your business phone, used on offer PDFs and portal pages.
- Commercial-register number and register court: type them in.
- Tax number and VAT ID: both editable here. The VAT ID also appears on invoices through your issuing details.
- Legal-document URLs: your homepage, privacy policy, imprint and general terms, used on customer-facing surfaces.
Pro tip
To send customer-facing mail from your own domain, enable Custom SMTP under Settings > Company settings > Integrations > SMTP Mail Server. Your account manager can help you get the domain authentication right.
Which company name appears where
- The legal name in PDF footers and the company-name email variable — Company / legal name on this page — Email body, certain PDF footers
- The legal-entity name on invoices, credit notes and supporting documents — Issuing-details company name under Settings > Company settings > Invoicing > Issuing details — Invoice and credit-note PDFs
- The short workspace name in the Portal header — Set during onboarding, changed by your Reonic account manager — Portal UI, customer-portal greeting
If the legal name and the issuing-details name should match, set them identically. Once an invoice is issued, its PDF keeps the name it was issued with.
Change your logo, brand colours or custom CSS
Your logo and brand colours appear on offer PDFs, the customer portal, outbound-email headers and your landing pages. They are set during onboarding; to change them or your custom CSS, contact the support chat. The customer-portal URL stays on Reonic's domain. New branding applies to artifacts generated from then on.
Change your interface language
Each user sets their own language in the language selector in the top navigation bar. It applies immediately and only to that user. See Manage your Reonic user profile.
Things to know
- Email templates (subject lines, header images and body copy for the messages Reonic sends) are configured on a separate Settings page. See the Customise email templates guide.
- Company information lives across three pages. Company details holds your customer-facing legal and contact information. Settings > Company settings > Invoicing > Issuing details holds the legal name and bank details on the invoices you issue. Settings > Company settings > Licenses & Billing holds the billing address for your own Reonic subscription. Keep them consistent unless you have a reason not to.
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