> ## Documentation Index
> Fetch the complete documentation index at: https://help.getatelier.design/llms.txt
> Use this file to discover all available pages before exploring further.

# Studio settings

> Your studio profile — branding, business details, currency, payment instructions, invoice numbering and what your team can see.

Everything here appears on documents your clients and vendors read, or
governs how money is calculated. Worth twenty minutes once, before you
send the first invoice.

**Settings → Studio.**

## General

**Studio name** — shown at the top of the sidebar and on documents. **URL
slug** — lowercase letters, numbers and hyphens.

## Business info

Shown in the header of invoices and purchase orders.

**Studio logo** — PNG with a transparent background, or SVG. Renders
around 20px tall, so a square or horizontal mark works better than a full
lockup. A live sidebar preview sits underneath.

**Show studio name in the sidebar** — with a logo set and this off, the
sidebar shows only the mark. With no logo, the name always shows.

| Field                                      | Notes                                                                          |
| ------------------------------------------ | ------------------------------------------------------------------------------ |
| **Legal name**                             | If different from the display name. The one that belongs on an invoice.        |
| **Business email**, **Phone**, **Website** | Contact details on client documents.                                           |
| **Business address**                       | Your registered address. Not the delivery address — that lives on the project. |
| **Tax ID type** and **Tax ID**             | For invoices in jurisdictions that require it.                                 |

## Currency & locale

**Currency**, **Date format**, **Timezone**. Used across all financial
documents and calculations. Set before you cost anything — currency is
not a display preference, it is the unit every number is in.

## Payment settings

Shown in the footer of invoices — how and when to pay.

| Setting                                   | Notes                                                        |
| ----------------------------------------- | ------------------------------------------------------------ |
| **Show payment instructions on invoices** | Puts bank details and payment notes in the footer.           |
| **Default payment terms**                 | The preset applied to new invoices. Overridable per invoice. |
| **Accepted payment methods**              | Free text: bank transfer, Zelle, Venmo.                      |
| **Bank / transfer details**               | Account number, IBAN, routing, SWIFT. Printed on invoices.   |
| **Payment notes**                         | Appears at the bottom of every invoice.                      |

<Tip>
  The payment note is the cheapest debt-collection tool you have. An
  invoice that tells the client exactly how to pay gets paid sooner than
  one that makes them ask.
</Tip>

## Invoice numbering

Assigned automatically in sequence. **Prefix** (letters and numbers
only), **Format** (e.g. Prefix · Year · Number), **Start from** — for a
new studio, or after migrating so your sequence continues rather than
restarting. A live preview shows the result.

## Procurement fee label

How your studio refers to the markup charged on schedule items. Used as
the line-item name when an invoice is built from a schedule — so this is
the wording the client reads next to your margin. *Procurement Fee* is
the default; studios that describe it differently should change it here
rather than editing every invoice.

## Invoice defaults

Which optional columns appear on new invoices. Always visible:
description, unit, unit price, amount. Then:

| Toggle                                 | What it does                                                          |
| -------------------------------------- | --------------------------------------------------------------------- |
| **Markup (shown to client)**           | Shows cost, markup and sell price. **Discloses your margin.**         |
| **Shipping**                           | Per-line shipping on product items.                                   |
| **Discount**                           | A discount column.                                                    |
| **PO Number**                          | A PO field in the header, for clients who require one.                |
| **Notes per line item**                | A note against each line.                                             |
| **Retainer applied**                   | A retainer deduction in the totals.                                   |
| **Brand & model in item descriptions** | Includes brand and model in auto-filled descriptions from a schedule. |

<Warning>
  **Markup (shown to client)** is the one to think about before turning on.
  It is the difference between a client seeing *Procurement Fee £4,200* and
  seeing exactly what you paid for every sofa.
</Warning>

Turning **Brand & model** off hides your sourcing from the client —
dimensions and finish still show, so the specification stays readable,
but the trail back to the supplier does not. Studios that have been
disintermediated once tend to turn it off.

## Member access

What team members on the **Member** role can see. Owners and admins
always see everything.

* **Project budgets** — budgets and budget analysis on project pages.
* **Schedule costs & margins** — trade prices, markup and profit columns.
* **Finance section** — whether Finance appears in their sidebar at all.