Setting up your company

What ends up on your documents

The first three sections of Settings → Company are the letterhead. Your company name, contact email, phone, website and address are printed on every quote, booking confirmation and invoice PDF you generate — a customer reading one should be able to answer "who sent this, and where do I reply" without opening their email client.

Your logo is a file you upload, not a link: choose a PNG or JPEG up to 2 MB and it is kept with your documents, counting towards your plan's storage the way an uploaded scan does. It goes up the moment you choose it — there is no save to press for that part — and replacing one deletes the file it replaced.

Whether it reaches the paperwork is the switch underneath. With Print it on generated documents on, every bill of lading and invoice PDF you generate from then on carries the logo at the top of the page, beside your name, website and contact details; turn it off if you print onto your own letterhead. Either way a document you have already generated keeps the form it was generated in — a PDF is a file from the moment it is written.

The login slug cannot be changed here

Your slug is what your team types at sign-in, and it was fixed when the company was created. It is shown as a value to copy rather than as a field, because changing it would change how everyone signs in — if you genuinely need a different one, that is a conversation with Shipina.

Portal access is two switches over two answers

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A customer or partner contact can only sign in if two things are true: your plan includes that portal, and you have left it switched on. Closing one is always yours to do; opening one is not. A portal your plan does not sell is greyed out while it is off, with a note linking to your subscription — but it stays pressable while it is on, which is what you need if you downgraded with a portal already open: you can still close it, you simply cannot open it again.

Turning one off is immediate. It is not a setting that takes effect at the next sign-in — the people in that portal are refused on their very next request, even if they are holding a session that has not expired. Turn one off only when you mean "stop now".

Your own staff are never affected by these switches, which is deliberate: a company that closed both portals would otherwise have locked itself out of the page it needs to reopen one.

What your bookings are called

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A booking gets its name when a quote is converted, and the name is yours to design rather than ours. Five settings spell it:

• Prefix — one to eight letters or digits, stored in capitals. Shipina suggests one from your company's initials, and offers it as a button rather than applying it, because renumbering halfway through a year changes what you have already quoted to carriers.
• Include the year — on or off.
• A counter or a random code — a counter numbers your bookings in order, so a reference says where a shipment sits in your file. A random eight-character code says nothing at all, which is the point if you would rather not publish how many bookings you have made.
• Number width — how many digits the counter is padded to.
• Start again — the counter restarts every year, or runs on forever.

The line underneath is what the next booking will actually be called, recomputed as you type and before you save anything. Use it: a numbering format nobody could see before committing to it is one you get wrong once and then live with for years.

Two things it will not do. Changing the format never renames bookings you already have, and it never restarts the counter — it applies from the next booking onward. And your references are yours alone: another forwarder on Shipina can pick the same prefix and reach the same number without colliding with you, because references are unique inside a company rather than across the platform.

Invoice terms

The last section is a block of free text — payment terms, bank details, whatever your invoices need to end with — up to two thousand characters. It is printed at the foot of every invoice PDF you generate from now on. Invoices you have already generated keep the terms they were generated with, which is the behaviour you want the first time you correct a bank account number.

Write it in whatever language your customers read. Unlike the labels around it, this block is your own prose, so each line is laid out in its own direction — a paragraph in Persian is drawn as a Persian paragraph rather than pushed into an English one.

Who can change any of this

Reading the page needs the Company profile read permission; changing it needs update. Somebody with only the first gets the same facts as a list instead of a form full of dead inputs, and a note saying which permission they are missing. A Company Admin grants it under Settings → Roles & permissions.