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Configure Settings

Customize your workspace and defaults

Accessing Settings

Click Settings in the sidebar to access all configuration options.

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:

  1. Enter a new password (minimum 8 characters)
  2. Confirm the password
  3. Click Send Reset Email
  4. 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

Quick Actions