Organization Settings

FlowForth lets organization administrators configure company information, billing details, branding, and e-invoicing identifiers — all from a single settings page.

Before You Begin

You need the Organization Admin role to access organization settings. See Understanding User Roles for more information.

Accessing Organization Settings

1. Click Settings in the main navigation menu.
2. Select Organization to open the settings page.

General Settings

Configure your organization's basic identity:

Field	Description
Organization Name (required)	The name displayed throughout FlowForth
Organization Slug	A unique URL-friendly identifier for your organization

Company Information

Add your business details that appear on invoices and client-facing documents:

Field	Description
Business Name	Your registered business name
Website	Your organization's website URL
Logo	Upload your company logo (JPEG, PNG, GIF, WebP, or SVG)
Terms & Conditions	Upload a PDF of your terms and conditions

tip

Your logo appears on generated invoice PDFs. Upload a clear, high-resolution image for the best results.

Your Logo on Emails

Your logo is also shown at the top of the emails FlowForth sends to your clients — invoices, credit notes, and payment reminders. Your company name appears alongside it in the opening line of the email.

Emails use your logo only when it is a PNG, JPEG or GIF file under 5 MB. SVG and WebP logos are not shown, because they do not render reliably in email clients such as Outlook. Those formats still work everywhere else in FlowForth, including on your invoice PDFs — if you want your logo on emails too, upload a PNG or JPEG version.

When no logo can be used, the email falls back to your company name as text, and the email is still sent as normal. Your company name is also in the opening line either way, so clients can tell who the email is from even if their email program blocks images.

Billing Address

Set the address that appears on your invoices:

• Street — Street name and number
• Postal Code — ZIP or postal code
• City — City name
• Country — Select from the available countries list
• Billing Email — Email address for billing correspondence
• Billing Phone — Phone number for billing contact

E-Invoicing Identifiers

If you use Peppol e-invoicing, configure these identifiers:

Field	Description
VAT Number	Your VAT registration number (validated per country format)
Enterprise Number	Your company registration number
Peppol ID	Your Peppol participant identifier

Payment Methods

Configure the bank accounts that appear on your invoices. You can add any number of payment methods — each with its own IBAN, BIC, bank name, and EPC QR code settings — and mark one as the default for new invoices. Draft invoices and credit notes let you override the chosen method per document.

The old single IBAN/BIC fields and the EPC QR toggle that used to live directly on the organization have moved into this managed list; for organizations that only use one bank account, FlowForth keeps a single Default payment method that behaves identically to the previous setup.

See Payment Methods for the full walkthrough of adding, editing, setting the default, and archiving methods, and EPC QR Codes for how the per-method QR settings affect invoice PDFs.

Invoice Defaults

Configure default values that are applied when creating new invoices:

Setting	Description
Default Tax Code	The Peppol tax category code applied to new invoice line items and activities by default. You can override the tax code on individual lines when editing an invoice.
Default VAT Percentage	The VAT rate applied to new line items when the tax category is S (Standard). Defaults to 21%. When the default tax code is non-S, this is automatically set to 0% and read-only.

The available tax codes are:

Code	Meaning
S — Standard rate	The default. Standard VAT rate applies.
Z — Zero rated	VAT applies at 0%.
E — Exempt from tax	No VAT charged; an exemption reason is required on the invoice.
O — Outside scope of VAT	Transaction is not subject to VAT.
AE — Reverse charge	VAT is accounted for by the buyer (reverse charge mechanism).
K — Intra-community supply	Zero-rated supply within the EU.
G — Export outside EU	Zero-rated export to a non-EU country.

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The default tax code is set to S (Standard rate) for new organizations. Change it here if your organization primarily uses a different tax category — for example, AE (Reverse charge) if most of your clients handle VAT through reverse charge.

Default Communication Language

The Default Communication Language section sits directly below the default tax settings. It sets the language your clients receive communications in, and the language of the invitation and password-reset emails your team members receive:

Setting	Description
Default Language	English or Dutch. Used for emails, WhatsApp messages and reminders sent to clients who don't have their own language set, and for invitation and password-reset emails.

It is saved with the same Save Billing Settings button as the default tax settings.

Which messages use it

The organization default applies to everything FlowForth sends to a client:

• Invoice and credit note emails
• Payment reminders, by email and by WhatsApp
• Scheduled WhatsApp appointment reminders and service-completed messages
• WhatsApp messages you send by hand, and automatic replies to messages from clients

It does not change:

• Invoice and credit note PDFs, which are currently always in English.
• Peppol e-invoices, which are delivered through the Peppol network.

Invitation and password-reset emails

The emails your team members receive to join FlowForth or reset their password also use this language:

• Invitations are sent in the language of the organization that sends the invitation.
• Password-reset emails are sent in the language of the organization the person belongs to. If they belong to several organizations that use different languages, the organization they joined first is used. If they don't belong to any active organization, the email is sent in English.

The link in the email opens the registration or reset-password page in the same language, so the person doesn't get a Dutch email followed by an English page. After that, FlowForth remembers the language in their browser until they change it themselves.

How clients inherit it

Each client can either have its own language or use the organization default. A client that uses the organization default always follows this setting, so when you change the default from English to Dutch, every client without its own language switches to Dutch straight away. Clients with their own language are not affected.

You set a client's own language when adding a client or in the Language Preference section of the client detail page.

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Existing organizations start with English as their default, so nothing changes until you choose otherwise. Clients that were set to English before this setting existed now use the organization default. Clients that were explicitly set to Dutch keep Dutch.

Choosing the language for a new organization

When you create a new organization, the creation form asks for its Communication language. It is pre-selected to the language you are using FlowForth in, and you can change it later in this section.

Route Settings

Control how the Ready for Work feature behaves across your organization:

Setting	Description
Only show Ready for Work routes on dashboard	When enabled, routes that have not been marked as Ready for Work are hidden from the dashboard and worker schedules. Activities not assigned to any route are always shown.
Only send reminders for Ready for Work routes	When enabled, client appointment reminders are only scheduled for activities on routes that have been marked as Ready for Work. When a route is marked ready, notifications are scheduled automatically.

Both settings default to off (disabled). When disabled, all routes appear on dashboards and all eligible activities trigger notifications, regardless of their Ready for Work status.

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For details on the Ready for Work toggle itself, see Ready for Work.

What's Next?

• User Management — Invite and manage team members.
• Subscription & Billing — View your plan and billing details.
• Invoicing Overview — Learn how invoicing uses your organization settings.
• Ready for Work — Learn about the route readiness gate.