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Settings Overview

Everything configurable lives under Settings in the top navigation.

The settings screen with its section menu

Section What’s in it Covered in
Organisation Business details, ABN, contact info, logo, favicon, and brand colour Organisation & branding
Accounting Xero/MYOB connection, chart of accounts, tax rates, items, reconciliation account, payout report Connecting your accounting software
Billing Wallet balance, top-ups, payment method on file, usage history, add-ons Payouts and your wallet
Invoice Settings Numbering, late fees, early payment discounts, display configuration Invoice settings
Invoice Notifications Reminders, reply-to email, per-event client notifications Reminders and notifications
Invoice Templates Branded templates and the custom domain add-on Templates and custom domain
Team Members, invitations, and access Team & Users