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.
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
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:
Go to Settings → Company → Fiscal Year
Select your fiscal year end month
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:
Go to Settings → Data
Click Export All Data
Receive a ZIP file with all records
Delete company To permanently delete a company:
Go to Settings → Company
Scroll to bottom
Click Delete Company
Confirm deletion
Deletion is permanent and cannot be undone. Export your data first.
Team members Manage who has access.
Tax profile Configure tax settings.
