Team settings
A handful of details about your team show up on every invoice you send. Configuring them once means they’re correct everywhere.
Open Settings from the header to find them. Most of them sit on the General page; bank details and address have their own sections.
Quick Start
Section titled “Quick Start”The fastest way to fill out the basics is the Quick Start card on your dashboard. Paste your business website’s URL or upload an existing invoice PDF and Looped extracts:
- Team name
- Address
- Currency
- VAT number
- Bank details (where present)
Review what was extracted, edit anything that’s wrong, and click Save. You’ll skip a couple of forms.
If Quick Start doesn’t find what you need, fill the fields manually below.
General
Section titled “General”| Field | What it’s used for |
|---|---|
| Name | Team picker, header, “From” on invoices |
| Friendly ID | URL slug — used in some shared links and the team picker |
| Currency | Set on every invoice. Locks once your first invoice is paid (see Currency lock) |
| VAT number | Surfaces on invoices in the “From” block |
| Logo | Top-left of every invoice PDF |
Editing these requires the OWNER role.
Address
Section titled “Address”Used as the “From” address on invoices and as your business location for tax purposes.
Open Settings → General → Address.
| Field | Required? |
|---|---|
| Line 1 | Yes |
| Line 2 / Line 3 | No |
| Postal code | Yes |
You can’t send an invoice without a valid address.
Bank details
Section titled “Bank details”Displayed at the bottom of invoices for clients paying via EFT (or as a fallback if you don’t have a payment provider set up).
| Field | Notes |
|---|---|
| Account holder | Your business name as it appears on the bank statement |
| Account number | The account to receive funds |
| Account type | Cheque, savings, etc. |
| Bank name | E.g. FNB, Standard Bank |
| Branch code | Bank’s branch / SWIFT code |
Bank details are optional — if you’d rather only accept card payments via Stripe / Yoco / PayFast, leave this blank and the section won’t show on invoices.
PNG, JPG, or WebP. Square images render best.
Settings → General → drag-drop a file onto the avatar.
Why this matters
Section titled “Why this matters”A correctly-filled team settings page means:
- Invoices reach clients with your branding
- “From” addresses are valid (some jurisdictions require it on tax invoices)
- Clients can pay via EFT if they prefer
- Your team appears with the right name in everyone’s team picker
Unset fields show through as gaps on the invoice — better to fill them once than to find out at send time.
Next steps
Section titled “Next steps”- Once your settings are right, send your first invoice
- Or invite teammates to start collaborating