> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

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

## 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 →](/features/tax/profile)

## 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

<Warning>
  Deletion is permanent and cannot be undone. Export your data first.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Team members" icon="users" href="/features/company/team-members">
    Manage who has access.
  </Card>

  <Card title="Tax profile" icon="landmark" href="/features/tax/profile">
    Configure tax settings.
  </Card>
</CardGroup>