The settings page (found on the Menu) may initially seem overwhelming, but it is only due to the large number of customizations we offer.
After changing settings, always remember to click the Save Changes button at the bottom of the page.
The settings page is broken down into tabs. All tabs are not always available, depending on your permissions & business account type. The following sections describe each tab:
Your account type is shown here, together with options to upgrade or downgrade your account type. Discounts are available for prepaid accounts, and a Debit Order mandate is provided for download if you would like to pay via debit order.
We show your BusinessID, Username, & Password required to access our API here. Documentation is available on our API.
All our supported Payment Gateways are listed here grouped by type: Multi Service, Credit Card, Debit Order, & Validation. Click on the Details button for each to reveal fields for the information we require from you to enable integration. Please complete all information accurately, we explain things clearly under every section. See Payment Gateways for more information.
For now only the minimum outstanding balance is specified here. If a clients outstanding balance is smaller than this amount, he won't be debited until his balance matches at least the specified amount.
This section is clearly explained on the Banking Details & Document Disclaimers page.
See the Currencies page for detailed information, but in general your business operates in a base currency. All documents you issue in other currencies are converted to your base currency at these exchange rates. We update exchange rates every couple of hours. You can either enter a custom rate, a markup value, or a markup percentage which will thus be used for conversion into your base currency.
The documents tab enables you to customise every aspect relating to your documents. The following sections may be visible depending on your permissions, and business account type:
Only available for each document type before creating the first document of that type. Specify at which number each document type should start.
Edit your business information that appear in documents here. Note that you need to click Regenerate Header in order to have the PDF header replaced - do not use this button if you've uploaded your own header (more on this further down).
You can upload your logo to include on the PDF header. Note that you need to click Regenerate Header in order to have the PDF header replaced - do not use this button if you've uploaded your own header (more on this further down).
We provide you with downloadable PSD (Photoshop) & PNG (Portable Network Graphics) files which you can open & edit to create your own Header & Footer design. Please be sure to not change the dimensions at all, and follow the instructions carefully to upload your own PDF header & footer. If this seems to complicated for you, we can customise them for you as indicated on the section.
Tabs are provided for each document type. With the various checkboxes you can select which information is shown on the generated PDF documents. Invoices have some additional options Including Due Date & Converted from (which will include the source document number).
Prepend enables you to prepend your document number with any 9 characters. Thus with a setting of INV00, Invoice 1 will become INV001.
Append enables you to append your document number with any 9 characters. Thus with a setting of B, Invoice 2 will become 2B.
3 Custom Fields can be created, you can call them anything up to 12 characters. You can enter information for the custom field under the <Document Type> Information Section when creating/editing a document. Frequently used examples include Ref NR, Part NR, VIN NR, etc.
You can customise the look & feel of your PDF documents by setting colours, font sizes, borders, background shading, etc for all documents.
Use the Reset to defaults? checkbox at the top to reset the PDF Options settings to our provided defaults.
This section is clearly explained on the Banking Details & Document Disclaimers page.
Take a look through the various options, they are pretty self explanatory, but here are a few highlights:
Client Selection: Switch to the Search by Typing method once you reach more than 50 clients. It will make the site faster and improve your experience.
Default Business: Show this business by default when you sign in - only applicable if you have more than one business.
Send welcome email for new clients: This configures the default state of the appropriate option when adding a new client.
Send documents via email for new clients by default: This configures the default state of the appropriate option when adding a new client.
Enter key moves focus to next field on line items: If you are used to press enter and then accidentally create documents, you should turn on this option.
You can customise your signature by adding your logo & signature text. Only for paid accounts. Changing your email signature removes all our branding.
Updated: Fri, 13 November 2015
