Cybooks

Set up your company

This guide covers how to create your organisation in Cybooks and complete your company profile.

When you first sign up for Cybooks, you provide a company name, country, and financial year end. After your account is created, you should complete your full company profile in Settings -- this ensures your details appear correctly on invoices, bills, and other business documents.

Create your organisation

When you register for Cybooks and verify your email, you are prompted to set up your company.

  1. Enter your Business name.

  2. Select your Country from the dropdown. Cyprus is selected by default.

  3. Review the Currency displayed. The base currency is set automatically based on your country (EUR for Cyprus) and cannot be changed after creation.

  4. Set the Last day of your financial year by choosing a day and month. The default is 31 December.

  5. Click Start free trial.

Cybooks creates your organisation and redirects you to the dashboard. You can now complete your company profile.

Complete your company profile

  1. Click More in the sidebar, then select Settings under the Settings header.

  2. The Organization Profile tab opens by default, showing the Company profile page.

  3. Fill in the Address section:

    • Company name -- your trading name (required).
    • Legal company name -- your registered legal name (required).
    • CEO / Director -- the name of the company director (required).
    • Type of company -- select from the dropdown (optional).
    • Address 1 -- your primary business address (required).
    • Address 2 -- additional address line (optional).
    • Postcode -- your postal code (required).
    • City -- your city (required).
    • Country -- select your country (required).
    • Industry -- select your industry (optional).
    • Number of co-workers -- select team size (optional).

  4. Fill in the Tax- and register numbers section:

    • District court -- your local district court (optional).
    • Company registration number -- your official registration number (optional).
    • VAT ID -- your VAT identification number (optional). Must be a valid VAT number format.
    • T.I.C. (Tax Identification Code) -- your tax identification code (optional).

  5. Choose your VAT for private individuals in other EU countries setting:

    • Cyriot VAT -- sales are automatically included in the VAT return for the tax department. This is the default.
    • EU destination country tax -- sales must be reported through the one-stop-shop (OSS) procedure or individually in the destination country. Selecting this option opens a confirmation dialog explaining the impact on booking categories and VAT reporting.

  6. Fill in the Contact information section:

    • Phone (optional)
    • FAX (optional)
    • Email (optional, must be a valid email address)
    • Web domain (optional)

  7. Fill in the Payment information section:

    • Bank name (optional)
    • Account number (optional)
    • Sort code (optional)
    • IBAN (optional)
    • Swift Code (optional)

  8. In the Upload Logo section, upload your company logo in PNG, JPG, or GIF format (max 800x400px). This logo appears on your invoices and other documents.

  9. Click Save in the top right corner.

Set your financial year end

If you need to change your financial year end after creating your organisation:

  1. Click More in the sidebar, then select Settings.

  2. Select the System Settings tab.

  3. In the Financial Year End section, select the day and month for the last day of your financial year.

  4. Click Save Settings.

Frequently asked questions

Can I change my base currency after creating my organisation? No. The base currency is set during organisation creation and cannot be changed afterwards. You can add additional foreign currencies in Settings > Currencies.

What is the difference between Cyriot VAT and EU destination country tax? Cyriot VAT applies your local Cyprus VAT rate to all sales, including those to private individuals in other EU countries. EU destination country tax applies the VAT rate of the customer's country for cross-border B2C sales. Below a revenue threshold of EUR 10,000 across all EU destination country sales, you can choose either option. Above this threshold, you must apply the destination country VAT.

Which fields are required to save my company profile? The required fields are Company name, Legal company name, CEO / Director, Address 1, Postcode, City, and Country.

Where does my company information appear? Your company address and contact details appear in the footer of invoices and other documents you send to customers. Your payment information also appears on invoices so customers know where to send payment.

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