Settings

Company

Set up your company information.

  • Go to Settings on the sidebar.Then click Company.
  • Enter your company information (Name, Logo, Email, Phone and Tax number, Address) .
  • After entering the necessary details, click Save .
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Localization

  • Go to Settings on the sidebar. Then click Localization .
  • Enter the financial year period that your company uses for taxing and reporting.
  • After entering the necessary details, click Save .
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Invoice

  • Go to Settings on the sidebar. Then click Invoice .
  • Set the Invoice default prefix : Number Prefix, Number Digit, Next Number, Payment Terms, Color , Title, Subheading, Item Name, Price Name, Quantity Name .
  • After entering the necessary details, click Save .
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Default

  • Go to Settings on the sidebar. Then click Default .
  • After entering the necessary details, click Save .
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Email Templates

  • Go to Settings on the sidebar. Then click Email Templates .
  • Set the default email templates for:
  • Bills – Reminder and Recurring templates.
  • Invoices – New Invoice, Invoice payment, Payment receipt.
  • Payments – Payment receipt, Payment made.
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Scheduling

  • Go to Settings on the sidebar. Then click Scheduling.
  • Toggle On/Off reminders for:
  • Invoices – Set the days for sending reminders when overdue.
  • Bills – Set the days for sending reminders before the due date.
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Currencies

  • Go to Settings on the sidebar. Then click Currencies.
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Edit Currencies

  • You can edit currency (Name, Code, Precision, Symbol, Symbol Position, Decimal mark, Thousands Separator).
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Add New Currencies

  • Go to Currencies page. Then click New Currency.
  • You can add new currency (Name, Code, Rate, Precision, Symbol, Symbol Position, Decimal mark, Thousands Separator).
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Taxes

  • Go to Settings on the sidebar. Then click Taxes .
  • Go to New Tax .
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  • Enter Tax information (Name, Rate, Type) .
  • After entering the necessary details, click Save .
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Activate Research and Development Tax Incentive

  • Go to Settings on the sidebar. Then click Activate R & D.
  • Mark "Yes" or "No" to the questions on the form and Save.
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