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Company Settings

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Introduction

Your company information is a fundamental part of your Blinksale account. This information appears on all your invoices, estimates, and other documents you send to clients. Keeping your company details accurate and complete ensures professional communication and proper documentation for tax and legal purposes.

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Accessing Company Settings

To access your company settings:
  1. Click on the Settings icon in the main sidebar
  2. Select Company from the settings menu
  3. You’ll be taken to the company settings page where you can view and edit your information
Accessing company settings through the settings menu

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Company Information Overview

The company settings page is organized into two main tabs:
  • Company: Basic company details and tax information
  • Address: Physical location information

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Company Tab

Company information tab showing various fields In the Company tab, you can configure:

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Basic Information

  • Company Name (required): Your business’s official name, which will appear on all documents and communications
  • Email Address: The primary business email used for communications
  • Phone Number: Your business phone number
  • Fax Number: Your business fax number, if applicable
  • Website: Your company’s website URL (include http:// or https://)

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Tax Information

  • Tax Registration Name: The legal name of your business as registered with tax authorities (may differ from your company name)
  • Tax Number: Your business’s tax identification number (VAT number, EIN, ABN, etc.)
Tax information is particularly important for businesses that need to charge sales tax, VAT, or GST. Correctly setting this information ensures your tax documents are properly formatted.

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Address Tab

Address tab showing address fields for company location In the Address tab, you can configure your business’s physical location:
  • Address Line 1: Street address, building number, etc.
  • Address Line 2: Suite, apartment, unit number, etc. (optional)
  • City: City or locality
  • Postal/ZIP Code: Postal code
  • Country: Select your country from the dropdown list
  • State/Province: Select your state or province (options depend on selected country)
When you select a country, the State/Province dropdown will automatically update with relevant options for that country. If your country doesn’t have states or provinces, this field may not be required.

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Updating Company Settings

To update your company information:
  1. Navigate to the company settings page
  2. Edit the fields you wish to update
  3. Click the Update Company button at the bottom of the form
After clicking update, you’ll receive a confirmation message indicating the settings were saved successfully.
If your company address is incomplete (missing required fields like Address Line 1, City, or Country), the system will save your other company information but may display a warning message about the address.

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Why Company Information Matters

Your company information serves several important purposes: In many jurisdictions, business documents like invoices must include:
  • Your business name
  • Physical address
  • Tax identification number
  • Contact information
Having this information correctly configured helps ensure your documents are legally compliant.

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Tax Compliance

Your tax registration name and number are crucial for:
  • Tax reporting
  • Enabling clients to claim tax deductions or credits
  • Ensuring proper tax calculation on international transactions

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Best Practices

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Keep Information Current

  • Update your company information whenever there are changes to your business
  • Ensure address details remain accurate if you relocate
  • Update tax information if your registration status changes

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Include Complete Information

  • Fill in all fields, even optional ones, for the most professional appearance
  • Include your website and all contact methods to make it easy for clients to reach you
  • Verify tax information is correctly formatted for your jurisdiction

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Consistent Branding

  • Use your official company name consistently
  • Ensure the company name matches what appears on your payment accounts
  • Consider how your information will appear on documents when entering details

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Troubleshooting

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Common Issues

Changes not appearing on documents:
  • If your updated company information isn’t appearing on new documents, try refreshing your browser
  • Check if the changes were successfully saved (look for the confirmation message)
  • If using a document template, verify it’s pulling from the company settings
Address validation errors:
  • Ensure required fields (Address Line 1, City, Country) are completed
  • Format postal/ZIP codes according to your country’s standards
  • If using a non-Latin alphabet, ensure compatibility with document templates
Tax information formatting:
  • Enter tax numbers without spaces or special characters unless specifically required
  • Use proper formatting conventions for your country’s tax identification system
By maintaining accurate company information, you ensure your business communications are professional and compliant with legal requirements across all your Blinksale documents.