Settings

Company

Set up your company information.

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

Localisation

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

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.

Default

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

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.

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.

Currencies

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

Edit Currencies

• You can edit currency (Name, Code, Precision, Symbol, Symbol Position, Decimal Mark, Thousands Separator).

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).

Taxes

• Go to Settings on the sidebar. Then click Taxes .
• Go to New Tax .

• Enter Tax information (Name, Rate, Type) .
• After entering the necessary details, click Save .

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.