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Habitia Help

Organization profile

Your Organization profile holds the basics about your business — what tenants and prospects see, what Stripe uses for verification, and what shows up on receipts and reports. Set it up once, update when things change.

Open Settings → Organization Info in the left sidebar.

Note: Only an organization admin can edit these fields. Other roles see them as read-only.

The logo lives on the Public page tab (it is the identity of your public business page).

  1. Open Settings → Public page → Logo and click Upload logo.
  2. Pick a file. PNG, JPG, or WebP. Max 5 MB. Square works best; use at least 512×512 px.
  3. The logo appears throughout the app: in the sidebar, on receipts, on your public business page, and on any documents Habitia generates.

To replace it, upload a new file. To remove it, click Remove.

Screenshot: Logo card on the Public page tab

2. Fill in the organization details

The Organization Details section asks for:

  • Organization Name — the legal or trade name of your business. Shown on receipts and your public page.
  • Email — contact email for tenant questions and Habitia-generated notices.
  • Phone — your business phone. Shown publicly only if you turn the Call channel on under Public page.
  • Website — your own website if you have one. Kept internal; your Habitia public page is the one shown to prospects.
  • Tax ID / EIN — used on reports and rent receipts. Stays internal — never shown to tenants.
  • Plan — read-only. Change plans in the Subscription tab.

3. Add your address

The Address section is your business mailing address — street, city, state, ZIP, country. Used for tax reports and as the default address on Habitia-generated documents.

4. Write your public business description

The Public business description is on the Public page tab, under Description and contact. It is the About us text of your page at home.habitia.one/m/<your-slug>. Stripe also uses this URL as your business website during their onboarding check, so it has to look like a real business.

Keep it short — a few sentences. Example:

Family-owned property management serving the south coast since 2018. Long-term rentals, responsive maintenance, fair pricing.

Tip: Don’t list specific units or prices in the description — those live on the listings page and update automatically. Focus on who you are and what makes you different.

5. Internal notes

The Notes field at the bottom is for whatever you want to remember about the business — never shown to tenants, never on your public page. Optional.

6. Save

Click Save Changes. The button only appears when you’ve actually edited a field.

7. Contact channels (listings and WhatsApp)

Two settings control how people reach you outside the app:

  • Public contact channels (on the Public page tab) — which of Email, Call, and WhatsApp appear on your public business page and your listing pages for prospective tenants. Each is off until you turn it on, so nothing leaks by accident. The WhatsApp line can be a dedicated number; leave it blank to reuse the Call number.
  • WhatsApp for tenants — optional. Your tenants always have the built-in Messages thread. Turn this on to also show a Chat on WhatsApp button in the tenant portal that opens a chat with your WhatsApp number (or the Call number if none). It is independent of the public toggle: you can offer WhatsApp to tenants without publishing the number to prospects, or the other way around.

WhatsApp chats happen in WhatsApp, not in Habitia — they are not saved on the lease. For anything you may need on record later (notices, agreements, disputes), use the Messages thread.

8. Year-end tax reporting

Three settings decide which year-end worksheets Habitia prepares, how it treats withholding, and the threshold it flags against. Admin only.

  • Tax jurisdiction — Puerto Rico or US mainland. Left on automatic, it follows your address: a PR address turns on the Hacienda worksheet next to the 1099 one; a mainland address shows 1099 only. Puerto Rico organizations keep the 1099 worksheet too, for payees on the mainland.
  • Withholding at source on services (Puerto Rico only) — declare what you actually do. Choose we withhold and every expense payment shows a Tax withheld at source field; what you enter is booked as a liability until you deposit it with Hacienda, and the worksheet shows a deposits box. Choose we do not withhold and the field and the box are hidden. Either way the worksheet reports only what you recorded; whether and how much you should withhold from each vendor is your accountant’s call under the rules in force.
  • Reporting thresholds by tax year — the dollar amount at or above which a payee needs an informative return, one row per tax year with a US mainland (IRS 1099) column and, for Puerto Rico organizations, a Puerto Rico (Hacienda) column. Habitia holds no tax figures of its own: your accountant gives you the amount in force, you type it here, and the worksheets flag rows at or above it. A year with no entry uses the latest earlier year you entered, so you only add a row when the rule moves. With nothing entered, the worksheets list every payee and flag none. Saved with its own Save thresholds button.

See Hacienda year-end worksheet and Year-end 1099 worksheet.

What’s read-only

Below the form, the Account Info card shows four read-only values:

  • Created — when your organization was set up in Habitia.
  • Last Updated — when the profile was last edited.
  • Slug — the URL-safe name used in your public links (e.g., acme-rentals). This drives your public page URL and Stripe’s reference to your business — it can’t be changed.
  • Org ID — internal identifier. Useful if support asks for it.

What’s next

  • Documents — uploading licenses, certificates, or photos that belong to the org itself (not a specific property).
  • Subscription — managing your Habitia plan and billing.