Making it yours
Arrange mode, your logo, and the business settings behind every invoice.
- Read this one firstArrange mode: reorder, hide and reset any page
How Arrange works in Premises: every page is built from sections you can drag into your own order, hide, and reset — saved per person, with role defaults.
→ - Your logo on invoices, logins and the bar
Upload one logo in Premises and it appears on the sign-in page, the top bar, every invoice PDF, the portal, receipts and signed documents — with fallbacks.
→ - Business settings: name, address, payment details, invoice numbering
Settings › Business in Premises: legal and short names, address and TIN, payment methods that become QR codes, invoice prefix and numbering, nightly-run mode.
→ - Page layouts per person and per role
How page layouts stack: a business default set by admins, a role default per job, and each person's own arrangement on top — how each is set and resolved.
→ - Arranging forms: moving rows, keeping pairs together
How admins arrange the main forms — client, unit, employment, invoice lines — by moving whole rows so pairs stay together, with locked rows where paper needs.
→ - Sending settings: email and WhatsApp, tested before you need them
How to set up sending: your own email and SMTP with SPF/DKIM/DMARC checked, WhatsApp hand-off or Business API, templates, and test sends before anything real.
→ - Automation settings: the nightly run and the health card
What the nightly run does — raises repeating invoices, sends or holds, ages overdue, reminds, proposes visits, backs up, purges per retention — and the.
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It may live on another shelf — the help centre searches all 146 articles at once.
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