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Adding company information
Adding company information

Set up your company details in Katana to accurately display them on Purchase and Sales orders.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Add your company's legal name and address in Katana to have it display on Purchase orders for your suppliers.

Adding an address and legal name for your company

  1. Click on the account name in the top corner of the screen and select Account

    Account is selected in the top right menu

  2. On the following Account screen, you can add your information

    The account information screen in Katana

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Display name - account name displayed inside Katana.
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Legal name - legal name of your company that will be displayed on Purchase orders and Sales orders if they're printed or saved as a PDF.
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Legal address - company address that will be displayed on Purchase orders and Sales orders if they're printed or saved as a PDF.


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