Workspace settings & branding

Workspace settings are owner- and admin-only. If you're a member, you'll still see the Settings page, but the Organization fields are read-only and you'll see the note "Only owners and admins can change these." Owners and admins can edit everything here; only owners can manage the plan from the Plan card at the top (members and admins see a "View plan" link instead of "Manage plan").

These settings apply to the whole workspace, so a change you make affects every teammate and every new document going forward.

Open Settings from the sidebar and find the "Organization" card. The fields here are your workspace name, default currency, and address, plus two defaults that flow into new documents.

The default currency is a three-letter code (like USD, ZAR, or EUR) and is automatically capitalized for you. Changing it sets the currency for documents you create from now on — it does not touch invoices or quotes you've already made, which keep the currency they were created with. The address you enter appears in the header of your PDFs and on the public pages clients see.

The two "default" fields are time-savers for creating documents. They don't change anything retroactively — they just pre-fill the editor when you start something new.

When you create a new invoice, its due date is calculated as the issue date plus your default payment-terms days. So if your terms are 30 days and you issue an invoice today, the due date defaults to 30 days out. You can always override the due date on any individual document.

The default tax rate is applied to each new line you add in the document editor. Add a line and it starts at your default rate; change it on that line whenever a particular item needs a different rate (or none).

Your logo appears in the header of your invoice and quote PDFs and on the public document pages your clients open. Adding one also removes the small "Made with Platybooks" footer from your PDFs, so they read as fully your own.

Uploading a logo is a paid feature (custom branding). It's available on the Starter, Pro, and Business plans; on the Free plan the Upload button is disabled and you'll see an upgrade prompt. Owner/admin permission is still required.

The logo uploads and saves on its own as soon as you pick a file (you'll see a brief spinner on the Upload button). The text fields — name, currency, address, payment terms, and tax rate — are saved together when you click "Save changes" at the bottom of the form. You'll get a "Settings saved" confirmation toast when it goes through.

Worth knowing: the auto-convert-quotes toggle and team management live in their own cards further down the same Settings page, separate from the Organization details covered here.