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Company Settings

The Company Settings page lets you manage your organization's profile, billing, payment methods, SSO, and invoicing preferences. To access it, click Settings in the top navigation bar, or click your avatar and select Company Settings.

Organization​

This section contains your company's details. To update any field, click Edit Company, make your changes, and click Save Changes.

  • Company Name -- Your official company name as it appears on contracts and invoices (required).
  • Description -- A brief description of your company.
  • Logo URL -- A URL to your company logo. This appears on contracts, invoices, and your team's dashboard.
  • Website -- Your company's website URL.
  • Industry -- The industry that best describes your business.
  • Company Size -- Choose a range that reflects your total headcount (1-10, 11-50, 51-200, 201-500, 500+).
  • Founded Year -- The year your company was founded.
  • Location -- Your company's primary address.
  • LinkedIn URL -- Your company's LinkedIn profile URL.

The Organization section also shows the number of team members in your company. Click Manage Team to invite new team members or manage roles and permissions.

tip

Keep your company name and address accurate -- they appear on legally binding contracts and tax documents sent to your employees.

Single Sign-On​

Configure SSO connections and domain verification for your company. Click Configure SSO to set up or manage your SSO integration.

Account Details​

These fields are used for tax reporting and billing purposes:

  • Country -- The country where your company is incorporated.
  • Tax ID / GST / VAT -- Your company's tax identification number (optional).
  • Billing Contact Email -- The email address where invoices and billing notifications are sent.

Payment Methods​

Payment methods are how you fund payroll runs and employee payments.

For US Companies (Stripe ACH)​

Connecting a Bank Account​

  1. In the Payment Methods section, click Add Bank Account.
  2. You will be redirected to Stripe's secure flow to link your bank account.
  3. Follow the prompts to verify your account details.
  4. Once connected, your bank account appears in the payment methods list with a "Connected" status.

Setting a Default Payment Method​

If you have multiple payment methods connected:

  1. Find the payment method you want to use as default.
  2. Click the Set as Default button next to it.
  3. The default payment method is marked with a "Default" badge.

Disconnecting a Payment Method​

  1. Click Disconnect next to the payment method you want to remove.
  2. Confirm the disconnection in the dialog that appears.

For Non-US Companies (Bank Transfer)​

For companies outside the United States, you will see bank transfer details when paying invoices. No bank account setup is needed in the Settings page.

Billing Information​

This section lets you manage the billing details that appear on your invoices:

  • Billing Name -- The name to appear on invoices.
  • Company Name -- Your company name for billing purposes (optional).
  • Billing Address -- Your billing address.
  • Country -- Your billing country.
  • Tax ID / GST / VAT -- Your tax identification number (optional).
  • Billing Contact Email -- Where invoices are sent.

Invoicing Preferences​

Customize how Omnivoo handles your invoices:

  • Send monthly invoice summary -- Toggle this on to receive a consolidated invoice email every month instead of individual invoices per transaction.
  • Automatically download receipts -- When enabled, payment receipts are automatically sent to your email after each transaction.
tip

If your finance team needs invoices in a specific format, the monthly summary option is usually the best choice -- it provides a clean, single document for reconciliation.