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Settings & Admin

System Preferences

Configure company and system settings.

Overview

System Preferences controls company-wide settings - branding, business info, document numbering, and defaults.

Company Details

  • Company name
  • Address
  • Logo
  • Contact details

Document Settings

  • Invoice number format
  • Contract number format
  • Starting numbers
  • Prefix/suffix

Defaults

  • Default payment terms
  • Default rates
  • VAT settings
  • Currency

Related Articles

User Profile

Manage your personal settings.

User Management

Manage team members and permissions.

Email Groups

Configure email sending settings.

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