Your company profile under “Company Settings” is the foundation for every invoice and receipt. Across the tabs Company Details, Contact Details, Bank Details and Legal & VAT you set your address, bank details and default VAT rate. RepairCMS applies them automatically to all documents.
Why the company profile matters #
Your company profile is the foundation for every invoice, receipt and customer interaction. Accurate business data ensures your documents always carry the correct legal information and VAT rates. Once saved, this data reflects automatically across your documents and the Customer Tracking Portal.
Step by step: Company profile settings #
- From the Dashboard, click your profile dropdown in the top-right corner to open the menu.
- Select “Company Settings” to view your current profile details.
- Click the upload icon on the company logo placeholder to add or update your business branding.
- Select “Edit” next to the “Opening Hours” section to update your operational schedule.
- Enter or modify your business hours; click “Save” to apply these times to your receipts and Customer Tracking Portal.
- Navigate to the “Company Details” tab and click “Edit” to update your name, address or region.
- Save your changes to keep your profile information current.
- Switch to the “Contact Details” tab and click “Edit” to update your phone, email or website details.
- Click “Save” to commit your updated contact information.
- Switch to the “Bank Details” tab and select “Edit” to update your account information, including IBAN and BIC.
- Save the entered bank details to keep your financial records accurate.
- Open the “Legal & VAT” tab and click “Edit” to modify your tax settings, such as your default VAT rate and label.
- Click “Save” to store these tax settings; they will now apply as the default to new invoices.
Tip from practice #
VAT and receipt consistency: Set your default VAT rate here once to avoid manual calculation on every job. If a specific repair needs different tax treatment, you can still override it on the individual invoice without changing your global settings.
Requirements #
Editing the company profile requires an active RepairCMS account with Administrator permissions.
What comes next #
- Customize receipt templates: Customize Receipt Templates and Terms of Service
- Set your numbering: Customize Receipt and Invoice Numbering
- Create an invoice: Create Invoices from Repair Orders
Frequently Asked Questions #
Company Profile #
Where do I manage my business data?
In your company profile. Click your profile dropdown in the top-right corner and select “Company Settings”.
Are the details applied to documents automatically?
Yes. Once saved, your data reflects automatically across your invoices, receipts and the Customer Tracking Portal, without editing individual jobs.
Which areas can I set?
Company branding and details, contact details, bank details (IBAN and BIC) and Legal & VAT, including your default VAT rate.
Who can edit the company profile?
Editing requires an active RepairCMS account with Administrator permissions.