Settings
The Settings module manages organization-wide system configurations.
Company Settings
Instructions
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Click Settings.
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Open Company Settings.
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Update:
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Company Name
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Branding Subdomain
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Custom Domain
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Company Logo
Click Update.
Functions
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Configure white-label branding
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Customize customer portal appearance
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Manage QuickBooks integration
User Management
Instructions
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Open the User Management tab.
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To add a user:
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Click Add New Login
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Enter email address
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Assign role
To remove a user:
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Click Remove Login
Functions
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Manage administrator access
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Assign user permissions
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Monitor user activity
Payment Processors
Instructions
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Open the Payment Processors tab.
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Review available gateways:
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QuickBooks Payments
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Nexio
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Stripe
Verify active integrations.
Functions
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Process customer payments
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Enable Auto-Pay
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Configure recurring billing
Email Processors
Instructions
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Open the Email Processors tab.
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Configure:
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Preferred Email Provider
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Default Sender Address
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BCC Addresses
Configure SendGrid API settings if applicable.
Click Update.
Use Send Test Mail to verify email delivery.
Functions
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Send invoices
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Deliver payment reminders
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Manage customer notifications
Integrations
Instructions
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Open the Integrations tab.
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Configure:
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Google Sheets integration
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Service Account JSON
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Data Query URL
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API Tokens
Click Update after changes.
Functions
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Import usage data
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Automate invoice quantities
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Connect external billing systems