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Settings
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Workspace

Workspace Settings

Keep your business identity and invoice policies in sync across the platform.

Company Profile

Show logo on invoices

Display your brand on every PDF and client portal.

Team Access

  • Your account Owner Full access

Multi-user support is coming soon. For now, only your account has access.

Brand Logo

Bank Account

Invoice Defaults

Default late fee

Toggle on to add a short message.

Auto-number invoices

Prefix INV followed by incremental counter.

Attach payment instructions

Include wire and ACH info on every invoice.

Notifications & Reminders

Upcoming due reminders

Email clients three days before due dates.

Payment receipts

Send confirmation when invoices are paid.

Weekly digest

Summary of balances, drafts, and follow-ups.