Skip to main content

How to Navigate the Settings Module

Settings is its own item in the main sidebar - open it to expand eight sections: Company, Tax, Templates, Categories, Users & Roles, Activity Log, Migration,…

Steps

  1. Click "Settings" in the main sidebar to expand its sub-menu.
  2. Choose Company to manage your business profile, or Tax to manage tax rates.
  3. Choose Templates to control invoice branding, defaults, reminders, and emails.
  4. Choose Categories, Users & Roles, Activity Log, or Migration for the rest of your account-level settings.
  5. Notifications is listed but marked "Coming Soon" and isn't active yet.

Related Articles

  • How to Update Your Company Name
  • How to Navigate the Templates Section
  • How to Navigate the Users & Roles Section

Was this article helpful?

Your feedback helps us improve our documentation.