/docs/settings/business
Business settings
Everything printed on a Bill of Sale starts here.
Purpose
Business settings define the seller identity on BOS, invoices, quotes, and embed footers.
Setup checklist
- Legal business name — matches registration documents.
- Street address — lot address buyers recognize.
- Dealer licence — OMVIC (ON) or VSA (BC) number as applicable.
- HST/GST registration number — for tax lines.
- Phone / email — buyer contact on paperwork.
- Business hours — calendar and after-hours AI windows.
Daily workflow
- Update HST immediately when CRA registration changes.
- Seasonal hours — adjust before holiday campaigns.
- After rebrand, regenerate sample BOS to verify header.
Key fields
| Field | Used on |
|---|---|
| Legal name | BOS seller, invoices |
| Licence # | BOS, compliance exports |
| HST # | Tax lines |
| Logo | Print templates when enabled |
Permissions
Admin-only edit recommended; managers read.
Canadian notes
- Quebec dealers may need QST display — confirm with accountant; default templates may be HST-centric.
- Do not use DBA that omits registered legal entity on BOS without counsel approval.