Overview
Configure your invoicing application from Settings
Settings
The Settings page holds the whole configuration of your invoicing application. You reach it from your account menu, at the bottom of the sidebar.
The screen is organised into nine tabs, listed in the left column:
Company
Logo, legal details, VAT liability
Billing
Numbering, terms, default VAT and document template
Purchases
Two-level purchase approval
Notifications
Email alert preferences
Currencies
Default currency and exchange rates
Tax rates
The VAT rates available on your documents
Team
Members, roles and custom roles
Payment methods
Transfers and Stripe online payment
Advanced
Danger zone and account deletion
Automatic saving
Most tabs note at the bottom of the page that all changes are saved automatically. A Save button stays available to force the write.
While a change is not saved yet, an Unsaved changes badge appears at the top right, next to the profile completion indicator.
The Profile X% complete indicator at the top of the page reflects how filled in the Company tab is. Aiming for 100% is what guarantees your invoices carry every legal mention expected.
Peppol configuration
The Peppol configuration is not in Settings. It opens from the Peppol button in the application's top bar, which shows the Peppol configuration window.
See the Peppol section for the detail.