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Company Settings

The Settings page lets you manage everything about your company's profile, billing, and payment configuration. To access it, click Settings in the sidebar navigation.

Organization Info​

This section contains your company's public-facing details. To update any field, make your changes and click Save.

  • Company Name — Your official company name as it appears on contracts and invoices.
  • Description — A brief description of your company.
  • Logo — Upload your company logo. This appears on contracts, invoices, and your team's dashboard.
  • Website — Your company's website URL.
  • Industry — Select the industry that best describes your business.
  • Company Size — Choose a range that reflects your total headcount.
  • Location — Your company's primary address.
tip

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

Account Details​

These fields are used for tax reporting and billing purposes:

  • Country — The country where your company is incorporated.
  • Tax ID — Your company's tax identification number (e.g., EIN for US companies).
  • Billing Email — The email address where invoices and billing notifications are sent.

Payment Methods​

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

Connecting a Bank Account​

  1. In the Payment Methods section, click Connect Bank Account.
  2. You'll 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.

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. All future payroll runs and payments will use this method unless you specify otherwise.

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.
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You cannot disconnect your only payment method if you have active employees or contractors with upcoming payments. Add a replacement method first.

Billing Information​

Review your current billing plan and payment history. This section shows:

  • Your current plan and billing cycle
  • Recent invoices and their status
  • Total spend to date

Invoicing Preferences​

Customize how Omnivoo handles your invoices:

  • Monthly Summary Invoice — Toggle this on to receive a single consolidated invoice at the end of each month instead of individual invoices per transaction.
  • Auto-Download Receipts — When enabled, payment receipts are automatically downloaded after each transaction.
  • Preferred Currency — Set the currency you'd like to see on your invoices and dashboard. This does not affect the actual payment currency, which is determined by each contractor's or employee's country.
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.