Account Settings
Update your profile information
You can update:
- Profile Picture: Upload a profile photo
- First & Last Name: Your display name
- Email: Your account email (set during signup)
Invoice Settings
Configure invoice defaults and numbering
Invoice Numbering
- Invoice Prefix: Default is "INV-" (e.g., INV-1001)
- Next Invoice Number: The starting number for your next invoice
Default Terms & Notes
- Invoice Notes: Standard notes that appear on every invoice
- Invoice Terms: Payment terms and conditions
💡 Tip: Click Save after making changes to invoice settings.
Quote Settings
Configure quote defaults and numbering
Quote Numbering
- Quote Prefix: Default is "QT-" (e.g., QT-1001)
- Next Quote Number: The starting number for your next quote
Default Terms & Notes
- Quote Notes: Standard notes that appear on every quote
- Quote Terms: Quote validity and conditions
Banking Details
Add payment information for invoices
Add your banking details so they appear on invoices:
- BSB Number: Your bank's BSB code
- Account Number: Your account number
- Account Name: Account holder name
These details are automatically included in invoice PDFs.
Password & Security
Change your password from the Settings page:
- Enter a new password (minimum 8 characters)
- Confirm the password
- Click Send Reset Email
- Check your email for the password reset link
Best Practices
✓ Set Up Banking Early
Add banking details before creating your first invoice
✓ Use Consistent Numbering
Don't change prefixes mid-year for accounting purposes
✓ Save Default Terms
Set up standard terms to save time on every invoice