Settings

Company

Review your company settings

Set your business details, fiscal year, report defaults, and document branding.

Team & Access

Invite your accountant or a team member

Give the right person access to the right company.

Maintain team roles and remove access

Review member roles, invitation status, and external-accountant access without confusing them with ownership.

Why can I view a page but not create or edit?

Check the company, role, plan, document limits, and transaction state before changing access.

Documents & templates

Customize document and email templates

Review branding previews, email variables, and the difference between a template and an actual send.

Set invoice numbering, notes, and terms

Choose numbering for new invoices and edit reusable document notes without changing old records.

Tax Settings

Set up and review sales tax

Use tax rates on transactions and review your sales tax liability.

Why is the sales tax on an invoice unexpected?

Check exemptions, tax-inclusive pricing, line discounts, and rates before changing tax settings.

Tax Rules

Set up location-based sales tax rules

Map customer locations to a sales tax rate and check which rule wins.

Payment Methods

Accept online invoice payments

Connect a supported payment provider and understand what happens after a customer pays.

Set up Stripe or Forte for your company

Find the company payment configuration and understand provider-specific setup requirements.