Use this workflow to update company identity, addresses, or logos for the current PAX tenant.
When to use this workflow
Use this workflow when company setup changes, such as a company name, main contact information, primary address, invoice billing address, dashboard logo, or PDF/document logo.
Do not use this workflow to update customer, vendor, shipping, or employee addresses. Those records have their own screens.
Before you start
You need:
adminorexecutiveaccess.- Confirmed company contact information.
- Primary address and billing address details, if applicable.
- A JPEG logo under 1 MB if updating the document/PDF logo.
- SVG markup if updating the dashboard logo.
Screen path
Dashboard > System Settings > Company > Tenant Configuration
Steps
- Open
System Settings. - In
Company, selectTenant Configuration. - Select
Edit Configuration. - Update
Company Name,Main Email,Main Phone, andEIN (Tax ID)as needed. - Update
Primary Address. - Update
Billing Address (for Invoices). - Paste updated SVG markup into
Logo SVGif the dashboard logo should change. - Upload a JPEG file in
Logo JPEGif PDF/document output should use a new logo. - Review the visible logo preview, if shown.
- Select
Save Configuration.
What happens behind the scenes
PAX requires Company Name before saving. If the company name is missing, no tenant configuration changes are saved.
When saved, PAX updates the tenant configuration record. If a primary or billing address includes Address Line 1, PAX updates the existing linked address or creates a new linked address. Phone numbers are normalized before storage.
The JPEG logo is sent as base64 from the browser and stored as image data for PDF/document use. The SVG logo is stored separately for dashboard display.
The save runs as one transaction. If an address update or tenant update fails, PAX rolls the save back rather than partially saving the configuration.
Troubleshooting
Save Configuration does not save
Likely cause: Company Name is blank or the server rejected the save.
Safe fix: Enter a company name, confirm all address and logo values are valid, and save again.
Contact support if: The message says Internal server error or the data reverts after a successful save.
Address details do not appear to save
Likely cause: PAX only creates or updates the linked address when Address Line 1 is provided for that address section.
Safe fix: Enter Address Line 1 and the rest of the address fields, then save again.
Contact support if: Address Line 1 is present and the address still does not persist.
The wrong logo appears in a PDF
Likely cause: The PDF/document logo uses Logo JPEG, not Logo SVG.
Safe fix: Upload the correct JPEG logo and save the configuration.
Contact support if: The JPEG preview is correct but generated documents still show an old logo.