Business settings control your company profile in Peasy — your company name, logo, email preferences, and appearance. These settings affect what your team sees and how your documents (invoices, purchase orders) look.

How to Get There

Go to Configure > Business in the sidebar.

What You Can Configure

Company Name

Your company name shows up throughout Peasy — on purchase orders, invoices, and anywhere your business is mentioned. Click on the name to edit it — changes save automatically.

If your Company ID is still auto-generated, changing your company name can also update your Peasy URL. If you’ve set a custom Company ID, your URL stays tied to that Company ID instead.

Company ID

Your Company ID is the canonical ID Peasy uses for both:

Your Peasy URL, like app.peasyos.com/sunny-foods
Your inbound orders email, like sunny-foods@orders.peasyos.com

You can edit the Company ID separately from your company name. As you type, Peasy checks availability and shows the result next to the field:

Available — the ID is free to use
Taken — another business is already using it; pick something else
Reserved — that ID is reserved by Peasy and can't be used
Saved — your change just committed (saves when you click out of the field)

Renaming is safe. Old Company IDs and historical inbound orders email addresses keep working forever, so renaming won't break addresses or links you've already shared. Old storefront URLs automatically redirect to the new one.

Business Address

Your business address appears in the Ordered By section of your purchase order PDFs, so vendors know who the order is from and where you're based.

Click the address field to open the Edit Address popover, then fill in Street Address, Address Line 2, City, State, and ZIP Code and click Save. The address shows as plain text until you click it — leave any line blank if it doesn't apply.

Logo

Upload your company logo to brand your invoice PDFs, purchase order PDFs, packing slips, and Storefront. Click the logo area to upload an image file. Your logo will appear right away.

Invoice Numbering

Peasy assigns invoice numbers automatically. The numbering pattern and starting sequence are not editable in Business Settings or on an invoice. Contact the Peasy team if you need to change the pattern or the next starting number.

Theme

Choose how Peasy looks for you:

Light — Bright, white background
Dark — Easier on the eyes in low-light settings
System — Matches whatever your computer or phone is set to

This is a personal preference — each team member can choose their own.

Cost of Goods Sold (COGS)

Use landed cost as work order input cost is on by default. When it is on, a new work order input using a received lot includes that lot's allocated freight in its saved cost. Turn it off to save the receipt's unit price without freight.

Changing the switch does not recalculate inputs already saved, even on completed work orders. If you later correct a receipt's unit price, Peasy updates matching inputs using the current setting. Manually correcting a received line's freight updates matching inputs only while the switch is on. Changing the bill's freight does not change freight already recorded on received lines.

Select Tell me more at the end of the setting description to ask Beacon about the choice. For the full explanation, see Use Landed Cost as Work Order Input Cost. When you change the switch, select Continue in the notice to apply it or Cancel to keep your current choice.

Email Addresses

Email reply-to addresses, CC lists, and the default email body templates moved out of Business Settings into two dedicated pages:

Configure > Sell > Default Emails — Invoices reply-to, the invoice CC default, the inbound orders email, and the default invoice email template.
Configure > Buy > Default Emails — Purchase orders reply-to, purchase orders CC, and the default purchase order and RFQ templates.

See Default Emails for what lives on each page and how to use placeholder tokens ({customer_name}, {vendor_name}, etc.) inside the templates.

Business History

The Business History section at the bottom of the page shows a timeline of recent changes to your business settings — name, Company ID, logo, email addresses, reminder preferences, and more. Each entry shows what changed, who changed it, and when. Use it as an audit trail when you're tracking down a configuration change.

Currency

Peasy operates in a single currency (USD) across the entire account. There is no currency setting in Business Settings, and you can't assign different currencies to individual vendors, customers, purchase orders, or invoices. Multi-currency support isn't available today.

Good to Know

All changes save automatically — no need to look for a Save button.
Your business settings affect the whole team, not just your account.
You can always come back and update these later.
Renaming your Company ID never breaks existing inbound emails, storefront links, or bookmarks — old IDs continue to resolve indefinitely.

Default Emails — Customize the default body for invoice, PO, and RFQ emails
Data Management — Add demo data, wipe data, or reset your account
Team Management — Managing team members
Locations — Add your warehouses and stores