Settings

Table of Contents

1. Overview
2. Company Information
3. Language
4. General
5. Revenue
6. Adding Tax Rates
7. Editing Tax Rates
8. Deleting Tax Rates

Overview

The Settings section allows administrators to customize various aspects of the system, including company information, language preferences and revenue configurations. This section provides essential tools for tailoring the application to your specific business needs. 

Company Information

In this section, you can manage various details about your company, ensuring that your business information is accurate and up-to-date. The following fields are available for editing: 

• Company Name
• Website
• Company Email
• Company Phone
• Address, City, State, Zip Code
• Client Details (Email & Phone)

After editing any detail in this section, click the "Apply Changes" blue button to save, or "Cancel" to discard. 

Language

Select your preferred language for the application interface from English or Spanish. 

General

Configure general settings like the starting invoice number for sequential tracking. 

Revenue

Configure revenue settings for your business, such as tax rates, to ensure accurate financial management. 

1. Adding Tax Rates

• Click "+Add Tax Rate".
• Enter name, description, and percentage.
• Click "Add" or "Cancel".

2. Editing Tax Rates

• Click pencil icon to edit.
• Modify fields as needed.
• Click "Apply Changes".

3. Deleting Tax Rates

To remove a tax rate that is no longer needed:

• Click the red button next to the pencil icon button for the tax rate you wish to delete.

• Confirm your decision when prompted to ensure you intend to delete the tax rate.

• The tax rate will be automatically deleted after confirmation.

• These features allow for easy customization and management of your system settings, ensuring that the application aligns with your business requirements and preferences.