Complete your organisation's data

Settings → Organization → Data — “Organization identity and billing.”

These fields are not platform paperwork: they are what gets printed on the invoice. A wrong address here is a wrong invoice, and a wrong invoice is fixed with a credit note.

The fields

Field	Required
Legal name	●	The registered name, not the trading name
VAT number	●	See Getting started for the format
Address	●	The billing address
Postcode	●
City	●
Country	●
Contact name	●	The person responsible for billing
Email for notifications		Where billing notices go
Phone
Website
Description		For you only; it goes nowhere else

The seven required ones are marked on screen with a red asterisk.

The screen tells you where you stand

Rather than letting you find out on save, the card says so up front:

State
“{n} required fields missing”	Not saveable yet
“All filled in. Ready to save.”	Just press Save
“No unsaved changes.”	Everything is stored

After saving: “Saved.”

Who can change it

Only people with the Manage billing permission — by default, the Owner and the Administrator. For everyone else the card is read-only:

Only Owners and Admins can change billing details. You can view them below.

See Roles and permissions.

The home screen reminds you

While data is missing, the top of the home screen shows a notice:

Your organization’s billing details are incomplete (name, VAT number, address, postal code, city, country and billing contact). They’re needed to issue invoices.

The Fill in details button takes you straight to this tab. The notice closes with the ×, but only until you next open the page — it goes for good once the seven required fields above are filled in (it is the same check that blocks a purchase).

Only people who can Manage billing — by default, the Owner and the Administrator — see it. For everyone else it would make no sense: they would be sent to a card they cannot change.

The moment this catches you out

If you have not filled them in, your first purchase in the Store does it for you — a dialog opens before payment:

Complete your billing details to continue

We need this to issue the invoice for your purchase. It is kept for future purchases.

With some of it already there, the dialog says what is missing — “{n} fields are missing. We have pre-filled what we already had.”

And if the person buying is neither Owner nor Administrator, they are not left guessing:

You cannot edit these

Billing details are missing. Ask your organisation’s Owner or Administrator to fill them in under Settings → Organisation → Data.

Worth filling in before you need it

Two minutes now, or two minutes with a full basket waiting and, quite possibly, the wrong person at the keyboard.

The other Organization tabs

Settings → Organization has five tabs, and not everyone sees all of them:

Tab	Who sees it
Data	Everyone	This page
Users	Everyone; the member list, only the Owner and the Administrator	Invite people to your organisation
Permissions	Owner and Administrator	Roles and permissions
Ownership	Owner only	Transfer the organisation
Audit	Owner and Administrator	A record of access made on behalf of other users

See also

• Manage your subscription
• Configure organisation policies
• Roles and permissions