Organization settings
Set your company information, currency, and payment defaults — the details that appear across every project and record.
Your organization settings are your company-wide details — reused everywhere, including on the records you send to clients and vendors.
Open your organization settings
- From the sidebar, click Organization.
- You'll land on the Settings tab.
Note
Other tabs along the top — Members, Roles, Integrations, and Billing — are covered in their own articles.
Don’t see this?
If you don't see Organization in the sidebar, your role may not have access to company settings. Ask your organization owner to grant it.
Set your company information
- Enter your Company Name and License Number.
- Add your contact Phone, Email, and Website.
- Enter your Business Address (start typing to autocomplete).
- Click Save changes in the bar at the bottom.
Choose your currency
Under Currency, pick $ USD, € EUR, or £ GBP. This is used on budgets, proposals, and invoices.
Note
If you've connected Stripe, currency is locked to your Stripe account's country.
Set payment defaults
In Payment Defaults, add a Payment Link (PayPal, Venmo, Zelle, or any link) and Payment Instructions. These pre-fill on every new invoice so you don't retype them.
Record numbering
Foreman numbers what you create automatically — budgets as BUD-0001, proposals as DOC-0001, and so on — incrementing within each type. There's nothing to set up.