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Introduction

Company settings allow you to update important company-wide information such as your company name, logo, registration information and contact details. This is the place you go to set up your Knack account and make sure that every invoice and report is accurate.


Level 5
Forever Free


Last updated on 27 July, 2017



Updating Company Details

You can update your company details by;

  • Using the main menu > company > company settings.
  • Clicking the main information card at the top, and clicking on "update company".

This will allow you to change important information, such as;

  • The company logo and name.
  • Currency and default tax.
  • Registration and tax number.
  • Contact information and banking details.

Updating company details will change the information displayed on all quotes, invoices and reports.


Level 5
Forever Free


Last updated on 27 July, 2017


Updating Company Details :: Knack Knowledgebase :: Business Management Software


Updating Terms and Conditions

By default, your account will be set up with basic terms and conditions for items such as quotes and invoices. You can (and should) update these to reflect your own company requirements.

You can update your terms and conditions by;

  • Using the main menu > company > company settings.
  • Clicking on the "terms and conditions" card to open more information.
  • Clicking on the "update terms and conditions" link.

Every section is required, so make sure that you review and update all of them accurately.


Level 5
Forever Free


Last updated on 27 July, 2017


Updating Terms and Conditions :: Knack Knowledgebase :: Business Management Software


Updating Product and Service Categories

Product and service categories is a simple way to break down quotes, invoices and services in an easy to read way, particularly when you have many of them.

You can read more about categories here.


Level 4
Forever Free


Last updated on 27 July, 2017


Updating Product and Service Categories :: Knack Knowledgebase :: Business Management Software


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