⚙️Settings

The settings section in our app provides you with the ability to customize and personalize your experience according to your preferences. Here's what you can do in the settings:

3.1. Company Information (Business info)

Fill in your company’s information;

• Click “Save” at the bottom of the screen.

• To grant access to your account (accountant, assistant, associate...)

• Click the “send access link” button

3.2. Billing Preferences (Invoice settings)

This feature allows you to customize and configure information related to invoicing

3.3. Payment Methods (Payment options)

The payments feature typically integrates with invoices to facilitate and track client payments directly through the platform. This allows for immediate payment processing via various methods (credit cards, bank transfers, online payment systems), automatic updating of invoice statuses upon payment, and a centralized view of all payment activities. This seamless integration aims to enhance cash flow management and reduce administrative overhead by automating payment reminders and reconciling accounts receivable.

Here you can manage the payment method you prefer, your subscription and you plan.

This feature allows you to cancel your plan too

3.4. Profile Management (Account)

The Account section allows you to change your credentials to access the application, and if needed, delete the account.