Company settings

6 questions

How do I configure my invoice numbering?

In Settings > Company, under "Invoicing settings". Set a prefix (e.g. INV-) and choose between sequential (INV-0001) or year+month (INV-2026040001). The same setting is available separately for credit notes and quotes.

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How do I add my logo?

In the Logo section of the company settings. The logo appears in the header of all your PDF documents. Accepted formats: PNG, JPG or SVG, maximum 2 MB. For best results, use a file with a transparent background.

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Can I change the colour of my PDF invoices?

Yes, in the "PDF invoice colour" section. Six themes are available: Midnight, Slate, Ocean, Forest, Crimson and Graphite. The theme applies to the header and totals of your documents.

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My banking details are not showing on invoices, what should I do?

Check that your IBAN is filled in under Settings > Company > Banking details. If the field is empty, the wire transfer section will not appear on the PDF.

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Why am I redirected to settings when I try to create an invoice?

To create an invoice, three pieces of information are required: your company name, your VAT number and your IBAN. If any of these fields is missing, Ledgerly automatically redirects you to Settings > Company to fill them in before continuing. For quotes, the IBAN is not required since a quote is not a payment request.

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How do I give my accountant access?Expert

In Settings, click Accountant access then Add access. Enter your accountant's email address — they receive an email with an access link. They can view your invoices, quotes, transactions and VAT exports in read-only mode, without being able to modify your data or create documents. They have a secure, independent access separate from your own account.

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