PlanIt EPOS · Settings & Account

Add your company details and logo

What does this do?

Your company name, logo and contact details print on every receipt, quote, invoice and statement, and brand the customer portal. Set them once and every till in the shop uses them.

How to use it

  1. From the ☰ menu choose Settings (Super Admin only).
  2. Under Company & document settings fill in Company name, Address, Phone, Email and Website.
  3. Press Business logo and choose an image file. Use Remove logo to take it off again.
  4. Press Save settings.
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Add your terms and conditions and receipt footer

Your terms and conditions are printed on every quote, invoice and receipt and linked on quotes you send, so every customer has agreed to the same thing. The receipt footer is a short line of your own on receipts, quotes, statements and reports.

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The default VAT rate is applied to new products and sales, and the default trade and retail margins set the selling price of any product you add without typing one. You can also re-apply the margins to every product already in the catalogue.

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Set your country, currency and tax name

Country & region sets the currency symbol, the tax name and the number formats across the whole till in one go. An Irish shop, for example, gets VAT at Irish rates and prices in EUR. Changing it relabels money; it never converts it.

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Your logo and branding on the portal

The portal shows your company name, logo and brand colour on the sign-in page, in the menu and on the welcome email, so customers see your shop, not PlanIt. It takes these from your company settings in PlanIt Estimating.

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Email a receipt, invoice, quote or statement

Every receipt, invoice, quote and statement can be emailed straight from the till with the PDF attached. No mail program is needed, and when the customer replies it comes back to your shop's email address.

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Add your logo and brand colours

Your logo and colours go on every quote, fitter sheet, the login screen and every export. Pick a preset theme or your own colours, then save. Branding only sticks when you press Save Branding.

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Questions this guide answers
  • How do I put my logo on receipts?
  • Where do I change the shop address on invoices?
  • Which email address do customer replies go to?

Last updated 2026-09-03 · Direct link for this feature