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Settings

Accessing settings​

Go to Settings in the left navigation. Settings are only visible to TenantAdmins.

Tenant settings​

Configure your business details:

  • Business name — Displayed on invoices and communications
  • Default currency — Used when generating invoices
  • Default tax rate — Applied automatically when generating invoices
  • Invoice prefix — Customize the prefix on invoice numbers (default: INV)

Notifications​

Configure which events trigger in-app notifications for your account.

Onboarding checklist​

The onboarding checklist appears in the bottom-right corner of the screen and tracks your setup progress. It disappears automatically once all steps are completed.