Company settings

Configure your company details and preferences.

Your company name, address, logo, and tax IDs appear on invoices, filings, and legal documents. Getting these wrong means reprinting invoices, refiling paperwork, or confusing the IRS. Take ten minutes to set this up correctly.

Basic information

Go to Settings → Company to update:

Field	Description
Legal name	Official name as registered with the state
Trade name / DBA	Name you operate under (if different)
Entity type	LLC, Corporation, etc.
State of formation	Where your company was formed
EIN	Federal tax ID
Date formed	When the company was created

Contact information

Field	Description
Business address	Primary location (appears on invoices)
Mailing address	Where to send mail (if different)
Phone	Business phone number
Email	Primary business email
Website	Company website

Branding

Customize your company’s appearance:

Logo

Upload your logo to appear on:

• Invoices
• Estimates
• Reports
• Email communications

Requirements:

• PNG, JPG, or SVG
• Recommended: 400x100 pixels minimum
• Max file size: 2MB

Colors

Set your brand color to customize:

• Invoice accent color
• Email templates
• Customer-facing pages

Fiscal year

By default, your fiscal year follows the calendar year (January 1 - December 31).

To use a different fiscal year:

1. Go to Settings → Company → Fiscal Year
2. Select your fiscal year end month
3. Save

Changing fiscal year affects how reports are grouped. Most small businesses use calendar year to align with personal taxes.

Industry and category

Set your industry for:

• Better chart of accounts recommendations
• Industry-specific features
• Relevant integrations

Categories include:

• Professional services
• E-commerce / Retail
• Technology / SaaS
• Construction
• Healthcare
• Food & Beverage
• Real estate
• Manufacturing
• And more

Default settings

Configure defaults that apply across Pluvel:

Invoice defaults

Setting	Description
Payment terms	Default due date (Net 30, etc.)
Invoice prefix	Custom invoice number format
Notes	Default message on invoices
Payment methods	Enable card/ACH payments

Bill defaults

Setting	Description
Default category	Most common expense category
Approval workflow	Require approval for bills over $X

Payroll defaults

Setting	Description
Pay schedule	Weekly, bi-weekly, etc.
Funding account	Bank account for payroll debits

Tax settings

Configure tax-related settings:

Tax IDs

Field	Description
Federal EIN	Your employer identification number
State tax IDs	State-specific tax registrations
Sales tax permits	States where you’re registered

Tax profile

• Filing status
• Accounting method (cash vs accrual)
• Tax year

Learn more about tax settings →

Notifications

Control what notifications you receive:

Notification type	Options
Compliance reminders	Email, in-app, or both
Invoice activity	When customers view/pay
Bank sync issues	Connection problems
Payroll reminders	Before run deadlines

Configure in Settings → Notifications.

Data and privacy

Export data

Download a full export of your company data:

1. Go to Settings → Data
2. Click Export All Data
3. Receive a ZIP file with all records

Delete company

To permanently delete a company:

1. Go to Settings → Company
2. Scroll to bottom
3. Click Delete Company
4. Confirm deletion

Deletion is permanent and cannot be undone. Export your data first.

Related

Team members

Manage who has access.

Tax profile

Configure tax settings.