Set up your business details

ONYX1 checks your NZBN and GST number before it saves them, and refuses a number whose check digit doesn't fit. Both numbers print on your quotes, estimates and invoices.

Before you start

• Only the owner and admins can open Settings.
• Have your NZBN (13 digits) and your GST number to hand. In New Zealand your GST number is your IRD number.
• If your business isn't registered for GST, leave GST number blank. Your invoices then print as INVOICE rather than TAX INVOICE.

Add your details

1. Open Settings → Business.
2. In Business details, select your Country: New Zealand or Australia. It sets which country's addresses ONYX1 suggests.
3. Enter your NZBN and your GST number. Spaces and dashes are fine: ONYX1 keeps only the digits.
4. Enter your Business address. It appears in the header of every quote and invoice.
5. Add a Phone number and an Email address for your customers to use.
6. Select Save business details. ONYX1 shows Business details saved.

To remove a detail, clear the field and save.

If a number is refused

If either number fails its check, ONYX1 saves nothing and shows one of these:

• Enter a valid 13-digit NZBN. The NZBN must be 13 digits, and its last digit must fit the other twelve. Check each digit and try again.
• Enter a valid GST number. The GST number must be 8 or 9 digits, and its last digit must fit the others by Inland Revenue's rule. Check each digit and try again.

The check only tests the number's shape and check digit. It doesn't look the number up with the NZBN register or Inland Revenue, so a correctly shaped wrong number still saves.

Your business name and logo

• Your business name, as it prints on quotes and invoices, is the one your workspace was set up with. To change it, email support@onyx1.app.
• Your logo is set in Settings → Branding, where your plan includes branding.

Also on this page

Below your details, Settings → Business also holds:

• Invoice payment terms: the due date every new invoice starts with.
• Job numbers: the prefix on new leads and jobs. Invoice numbers: the prefix on new invoices. A numbered lead and the job created from it keep the prefix they were given, even after you change the setting. A legacy lead without a reserved number uses the current prefix when you convert it into a job.
• Buying materials on site: the amount above which a crew purchase needs approval first. The owner, admins, dispatchers and office staff approve those purchases.
• Invoice term sheet: a PDF of your terms, up to 5 MB and 20 pages, added to the end of every invoice you email or print.