Settings
Company defaults, email, designs, and localization.
Basic settings
Company details, localization (currency, timezone, date format), invoice defaults, and user accounts live here. Keep your legal business name and VAT/tax IDs accurate for PDFs and e-invoicing.
Email & templates
Configure how invoices, quotes, payments, and reminders are emailed. Customize subjects and bodies with variables so every message stays on-brand.
Designs
Choose invoice and quote designs, colors, and which fields appear. Preview before sending so clients always see a polished document.
Advanced
API tokens, webhooks, custom fields, import/export, and workflow automations are available as you grow. Restrict sensitive settings to owner and admin roles.