Skip to main content

​
Overview

Company Settings allow administrators to manage their organization’s profile, contact information, tax details, and billing configuration. These settings affect how your company appears on invoices, quotes, and system-wide operations.
Only users with the admin role can access and modify company settings. Workers cannot view or edit this information.

​
Accessing Company Settings

Navigate to Admin → Datos de empresa (Company Settings) from the main menu. The company settings form will display with all current values.

​
Company Information Fields

​
Basic Information

​
name
string
required
Company NameYour business’s legal or trading name.
  • Maximum 255 characters
  • Appears on all invoices and quotes
  • Displays in dashboard header
Example: “ElectroServicios del Norte S.A. de C.V.”
​
owner_name
string
required
Owner NameFull name of the business owner or primary contact.
  • Maximum 255 characters
  • Used for legal documentation
  • Appears in developer insights
Example: “Carlos Mendoza García”
​
owner_email
email
required
Owner EmailPrimary email address for the business owner.
  • Must be valid email format
  • Maximum 255 characters
  • Receives important system notifications
Example: “carlos@electroservicios.mx”
​
owner_phone
string
required
Owner PhonePrimary contact phone number.
  • Maximum 50 characters
  • Include country code for international numbers
  • Used for account recovery and support
Example: “+52 81 8888 9999”

​
Tax and Billing Information

​
tax_id
string
RFC/NIT (Tax ID)Your company’s tax identification number.
  • Maximum 120 characters
  • Optional but recommended
  • Required for formal invoicing in many jurisdictions
  • Format varies by country (RFC in Mexico, NIT in Colombia, etc.)
Example: “MEGC850101AB1” (Mexico RFC format)
​
billing_email
email
Billing EmailEmail address for billing and accounting communications.
  • Maximum 255 characters
  • Can be different from owner email
  • Receives subscription and payment notifications
Example: “facturacion@electroservicios.mx”
​
billing_phone
string
Billing PhonePhone number for billing department.
  • Maximum 50 characters
  • Optional
  • Used for payment-related calls
Example: “+52 81 8888 9998”

​
Physical Address

​
address_line
string
Address LineStreet address including number and suite/unit.
  • Maximum 255 characters
  • Appears on printed invoices
Example: “Av. Constitución 1234, Local 5”
​
city
string
CityCity or municipality name.
  • Maximum 120 characters
Example: “Monterrey”
​
state
string
State / ProvinceState, province, or region.
  • Maximum 120 characters
Example: “Nuevo León”
​
country
string
required
CountryTwo-letter ISO country code.
  • Exactly 2 characters
  • Required field
  • Use standard ISO 3166-1 alpha-2 codes
Examples:
  • “MX” for Mexico
  • “US” for United States
  • “CO” for Colombia
  • “ES” for Spain
​
postal_code
string
Postal CodeZIP or postal code.
  • Maximum 20 characters
Example: “64000”

​
Financial Configuration

​
currency
string
required
CurrencyThree-letter ISO currency code.
  • Exactly 3 characters
  • Required field
  • Used for all pricing and invoices
  • Cannot be changed after orders exist (consult support)
Examples:
  • “MXN” for Mexican Peso
  • “USD” for US Dollar
  • “EUR” for Euro
  • “COP” for Colombian Peso
​
vat_percentage
number
required
VAT PercentageValue-added tax rate for your region.
  • Decimal value (e.g., 16.00 for 16%)
  • Minimum: 0
  • Maximum: 100
  • Required field
  • Applied to all invoices and quotes
Common Values:
  • 16.00 (Mexico IVA)
  • 21.00 (Spain IVA)
  • 19.00 (Colombia IVA)
  • 0.00 (if VAT-exempt)
This rate is stored with each invoice at time of creation, so historical documents maintain their original VAT rate even if you change this setting later.

​
Additional Information

​
notes
text
Internal NotesFree-form text for internal company notes.
  • No character limit
  • Not displayed to customers
  • Useful for:
    • Account history
    • Special configurations
    • Contact preferences
    • Custom requirements

​
Updating Company Settings

1

Navigate to Company Settings

Go to Admin → Datos de empresa from the main menu.
2

Edit Fields

Update any fields you need to change. All current values are pre-filled in the form.
3

Validate Required Fields

Ensure all required fields are filled:
  • Company name
  • Owner name, email, and phone
  • Country (2-letter code)
  • Currency (3-letter code)
  • VAT percentage
4

Save Changes

Click Guardar cambios (Save Changes) at the bottom of the form.The system will:
  • Validate all field formats
  • Check required fields
  • Display success message
  • Update company record immediately
Changes take effect immediately across the entire system. Existing documents (invoices, quotes) retain their original company information as it was when they were created.

​
How Company Settings Are Used

​
Invoices and Quotes

Company information appears on all generated PDFs:
  • Company name as header
  • Full address block
  • Tax ID for legal compliance
  • Contact information
  • VAT percentage in calculations

​
Dashboard

  • Company name displays in navigation header
  • Identifies the active organization for multi-company systems

​
Subscriptions

Billing email receives:
  • Subscription renewal notices
  • Payment receipts
  • Plan upgrade/downgrade confirmations

​
Currency and VAT

  • All prices display in configured currency
  • VAT applies to billing documents automatically
  • Order estimates use currency symbol
  • Inventory sale prices use currency

​
Best Practices

Regularly verify:
  • Owner email is monitored daily
  • Phone numbers are active
  • Billing contacts receive emails
  • Address matches physical location
Outdated contact info can cause:
  • Missed subscription renewals
  • Failed account recovery
  • Lost customer communications
Verify VAT percentage with your accountant:
  • Standard rate varies by country
  • Some services may have reduced rates
  • VAT-exempt businesses should use 0.00
  • Changes don’t affect existing invoices
Incorrect VAT causes accounting problems and potential audits.
Currency should match:
  • Your primary business transactions
  • Local legal requirements
  • Bank account currency
  • Customer expectations
Changing currency after creating orders, invoices, or inventory can cause data inconsistencies. Plan carefully before setting up.
Document in notes:
  • Special accounting procedures
  • Custom report requirements
  • Integration details
  • Subscription history
  • Important dates (renewal, migration, etc.)

​
Troubleshooting

​
Cannot Save - Validation Errors

Required Field Missing Ensure these fields are filled:
  • Name, Owner Name, Owner Email, Owner Phone
  • Country (exactly 2 characters)
  • Currency (exactly 3 characters)
  • VAT Percentage (number between 0-100)
Invalid Email Format Check that email addresses:
  • Contain @ symbol
  • Have valid domain
  • Don’t have spaces
  • Use proper format: name@domain.com
Invalid Country/Currency Code Verify you’re using:
  • ISO 3166-1 alpha-2 for country (MX, US, CO)
  • ISO 4217 for currency (MXN, USD, EUR)
  • Uppercase letters only

​
VAT Not Calculating Correctly

Cause: VAT percentage entered incorrectly. Solution:
  • Enter 16 for 16% VAT (not 0.16)
  • System automatically divides by 100 in calculations
  • Update company settings and create new test invoice

​
Company Name Not Appearing on Invoices

Possible Causes:
  • Changes made after invoice was created
  • PDF generation cache issue
  • Empty company name field
Solution:
  1. Verify company name is saved in settings
  2. Create a new invoice to test
  3. Existing invoices retain original company info
  4. Contact support if new invoices still show old name

​
Cannot Access Company Settings

Cause: Only admins can access this page. Solution:
  • Verify your role is “admin” (not “worker”)
  • Check with company owner to upgrade your role
  • Workers cannot view or edit company settings

​
Impact on Other Modules

​
Billing Module

  • VAT percentage applies to all new quotes and invoices
  • Company info appears on PDF documents
  • Currency displays in document totals

​
Inventory Module

  • Sale prices use company currency
  • Currency symbol shows in price fields

​
Orders Module

  • Estimated costs display in company currency
  • Company technicians linked to company record

​
Subscription Module

  • Billing email receives renewal notices
  • Company details used for subscription management

​
Multi-Tenancy

  • Each company has isolated settings
  • Workers only see their company’s configuration
  • Admins can only edit their own company
  • Developers can view all companies (read-only in this interface)

​
Technical Reference

​
Controller Action

  • Edit: GET /admin/company/edit - Display company settings form
  • Update: PUT /admin/company/update - Save company changes

​
Data Model

[
  'name',              // Company name (max 255, required)
  'owner_name',        // Owner name (max 255, required)
  'owner_email',       // Owner email (email format, max 255, required)
  'owner_phone',       // Owner phone (max 50, required)
  'tax_id',            // Tax ID/RFC/NIT (max 120)
  'billing_email',     // Billing email (email format, max 255)
  'billing_phone',     // Billing phone (max 50)
  'address_line',      // Street address (max 255)
  'city',              // City name (max 120)
  'state',             // State/province (max 120)
  'country',           // ISO country code (exactly 2 chars, required)
  'postal_code',       // Postal code (max 20)
  'currency',          // ISO currency code (exactly 3 chars, required)
  'vat_percentage',    // VAT rate (decimal 0-100, required)
  'notes',             // Internal notes (text, unlimited)
]

​
Authorization

Only users with role === 'admin' can:
  • View the edit form
  • Submit updates
The controller enforces: 
public function authorize(): bool
{
    return $this->user()?->role === 'admin';
}

​
Relationships

  • Has One: Subscription
  • Has Many: Users (admins and workers)
  • Has Many: Customers, Equipment, Orders, Inventory, Billing Documents
All operational data is scoped to the company.

Build docs developers (and LLMs) love

Get started for freeTalk to us