Company Settings

Company settings control how CloudRent Pro works for your business — your branding, business details, default behaviours, and system-wide preferences. Configure these settings when first setting up, then adjust as your business evolves.

Accessing Company Settings

• Click the gear icon in the sidebar

• Or go to Settings directly

• Select "Company"

Only Admins and Owners can modify company settings.

Business Details

Your core business information:

✓ Required

• Company name

• ABN (Australian Business Number)

• Business address

• Phone number

• Email address

○ Optional

• Website

• Fax number

• Additional locations

These details appear on invoices, quotes, contracts, and emails.

Branding

Customise CloudRent Pro's appearance:

Logo

• Click "Upload Logo"

• Select image file (PNG, JPG, max 2MB)

• Crop if needed

• Save

Your logo appears on:

• Login screen

• PDF documents (invoices, quotes, contracts)

• Customer-facing portals

• Email templates

Brand Colour

Set your primary brand colour:

• Click colour picker

• Enter hex code or select from palette

• Preview and save

💡

Tip: Use your website's primary colour for brand consistency across all customer touchpoints.

Regional Settings

Setting	Default	Description
Currency	AUD	Currency for prices and invoices
Date Format	DD/MM/YYYY	How dates display
Time Zone	Australia/Sydney	System time zone
Week Starts	Monday	First day of week in calendars

Default Behaviours

Rental Defaults

• Default rental duration — Pre-fill rental period

• Default price type — Daily, weekly, monthly

• Auto-extend rentals — Behaviour when return date passes

Invoice Defaults

• Payment terms — Days until due (e.g., 14 days)

• Auto-invoice — Automatically create invoices

• Invoice numbering — Prefix and starting number

Tax Settings

• GST registered — Yes/No

• Default tax rate — 10% for Australia

• Prices include GST — Display setting

Document Numbering

Configure how documents are numbered:

Document	Example Format
Invoices	INV-0001
Quotes	QTE-0001
Rentals	RNT-0001
Contracts	CON-0001

Set prefix and starting number for each document type.

Business Hours

Set your operating hours:

• Go to Settings → Company → Hours

• Set hours for each day

• Mark closed days

• Save

Business hours affect:

• Delivery scheduling

• Available time slots

• Calendar display

Public Holidays

Configure holidays when you're closed:

• Go to Settings → Company → Holidays

• Add Australian public holidays (or import)

• Add company-specific closure dates

Holidays affect rental pricing (some businesses charge for holidays) and scheduling.

Terms and Conditions

Set default terms that appear on documents:

• Go to Settings → Company → Terms

• Enter your standard terms

• Save

You can have different terms for:

• Quotes

• Invoices

• Contracts

Tips for Company Settings

📝 Complete Everything First

Set up all company details before creating invoices and quotes.

💰 Review Annually

Check settings once a year. ABN, addresses, and terms may change.

📂 Use Quality Logo

A high-resolution logo looks professional on printed documents.

🎯 Test Documents

After changing settings, generate a test document to verify appearance.

⚠️

Warning: Changing invoice numbering can affect accounting records. Be careful when modifying document numbers after going live.