Account Setup
Before you start creating rentals and invoices, take a few minutes to set up your company profile. This ensures your business details appear correctly on all documents and that GST is calculated properly.
Accessing Company Settings
Click Settings in the sidebar navigation
Select Company from the settings menu
Update your details in each section
Click Save to apply changes
Company Information
Required vs Optional Fields
✓ Required
Company Name — Your trading name as it appears on invoices and contracts
Email Address — Primary contact email for your business
Phone Number — Main business phone number
○ Optional
ABN — Australian Business Number (11 digits)
Website — Your company website URL
Trading Name — If different from company name
ℹ️
Note: Your ABN is validated when entered. If you see an error, double-check the number matches your ATO registration.
Business Address
Enter your primary business address. This appears on invoices and contracts as your company address.
✓ Required
Street Address
Suburb/City
State
Postcode
○ Optional
Address Line 2 — Unit number, building name, etc.
Uploading Your Logo
Your logo appears on quotes, invoices, contracts, and email communications. For best results:
Click the logo upload area or drag and drop an image file
Select your logo file — PNG, JPG, or SVG formats accepted
Wait for upload — The preview updates automatically
Click Save to confirm
💡
Tip: Use a logo with a transparent background (PNG format) for the cleanest appearance on documents. Recommended size is at least 400 pixels wide.
GST Settings
CloudRent Pro handles GST (Goods and Services Tax) at the standard Australian rate of 10%. Configure how GST appears on your invoices:
Setting |
Description |
|---|---|
GST Registered |
Toggle on if your business is registered for GST |
Prices Include GST |
When on, entered prices are treated as GST-inclusive |
Show GST Breakdown |
Display GST amount separately on invoices |
GST Calculation
If prices include GST: GST = Price ÷ 11
If prices exclude GST: GST = Price × 0.10
Default Payment Terms
Set the default payment terms that apply to new invoices:
Due on Receipt — Payment due immediately
Net 7 — Payment due within 7 days
Net 14 — Payment due within 14 days
Net 30 — Payment due within 30 days
You can override payment terms on individual invoices when needed.
Invoice Numbering
CloudRent Pro automatically generates sequential invoice numbers. You can customise:
Prefix — Text before the number (e.g., "INV-")
Starting Number — The next invoice number to use
⚠️
Warning: Only change the starting number if you're migrating from another system. Changing it later may create duplicate invoice numbers.
What's Next?
Once your company profile is complete, you're ready to:
Add equipment — Build your rental catalog
Invite staff — Bring your team into CloudRent Pro
Connect integrations — Link Xero, Stripe, or email accounts