Change company details, tax, margin or estimate terms

Steps

1. Open Company & settings. Edit business name, email, phone, address, reporting year and the default tax, target margin or estimate notes.
2. Select the correct currency before adding financial records; it locks once financial activity exists.
3. Save company settings. Review new estimates to confirm the intended defaults. Existing saved estimates retain their own entered values.
4. Already-issued customer documents retain their snapshot; use a revision when changed details must be issued.

Check that it worked

New work uses the intended defaults while historical issued documents remain intact.

Still stuck?

If these steps do not match your screen, check Company & settings for your version and whether you are using Demo, a field laptop or the office workspace. Search the displayed error or save a support report.

Related

• Currency is locked or my currency is unavailable
• Give a customer a bid while offline