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User Guide: Companies & Clients

Companies

Companies represent your own business entities (you can manage multiple) with their own Name, tax ID, Address and logo.

Overview

Field Description
Name Legal or trade name
Address Postal/billing address (multi-line)
Tax ID VAT / EIN / NIF etc.
Contact (embedded) Email / phone / website
Logo Base64 image stored for PDF header

Actions

  • Create / Edit / Delete company
  • Upload / change logo
  • Set default values for invoices

Logo Recommendations

Aspect Recommendation
Format PNG (transparent) or JPEG
Size ~256x256 px (scaled in PDF)
File size Keep small (<200 KB)

Data Storage

All company data lives in the local SQLite database.

Clients

Clients are buyers you issue invoices to.

Fields

Field Description
Name Client or organization name
Address Billing address
Tax ID VAT / EIN etc.
Contact (embedded) Optional email / phone / website

Actions

  • Create / Edit / Delete client
  • View list filtered by current company

Best Practices

  • Keep tax IDs consistent for compliance
  • Use full legal address for PDF exports