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Vendly
Getting started

Getting started

Set up your organization profile

KRA PIN, address, currency and branding. Done once on day one, used on every document forever.

Set up your organization profile

KRA PIN, address, currency and branding. Done once on day one, used on every document forever.

Your organization profile is the source of truth for every invoice header, every payslip footer, every statutory return file. Filling it in correctly on day one means every document afterwards is automatically compliant.

What to fill in

FieldWhat it drivesRequired?
Legal nameTop of every invoice / payslip / reportYes
KRA PIN (Tax ID)Every P10 row, every tax invoice header, every NSSF / SHA / AHL filingYes
Registered office addressInvoice address block, statutory filingsYes
Phone + emailInvoice contact block, customer-facing share linksYes
LogoTop-left of every PDF (invoice, quote, payslip, P9)Optional but recommended
CurrencyDefault for invoices, KES is standard in KenyaYes (defaults KES)
Time zoneDate stamps on documents and the audit log (Africa/Nairobi by default)Yes (defaults Africa/Nairobi)
VAT registration certificate numberOutput VAT and the VAT3 returnRequired once VAT-registered
NSSF employer numberNSSF byPRO bulk uploadRequired if you have employees
SHA employer numberSHA monthly returnRequired if you have employees
AHL agent numberKRA AHL portal uploadRequired if you have employees

Step-by-step

1

Open Organization Settings

Organization Settings
2

Fill in every field marked required

Don't leave KRA PIN for later — adding it after you've issued invoices forces a manual edit of every PDF that's already been shared.

3

Upload your logo

PNG with transparent background, at least 400×100 px. Renders at the top-left of every PDF.

4

Save and check a sample document

Create a draft invoice for a test client. Open the PDF preview. Confirm the header looks right — name + KRA PIN + address + logo — before going live.

Changing the organization name later doesn't retroactively update historical PDFs (they're snapshotted at issue time). Get the name right BEFORE you start issuing real documents.

Branding (colours, fonts, document templates)

Beyond the logo, Vendly lets you pick brand colours (used for the PDF accent stripe), template choices (modern / classic / minimal) and additional document footer text (terms, bank details, signature blocks). Set these once under Settings → Branding.