Settings

Business profile and invoice defaults.

Your name (salesperson)

Shown on quotes and invoices you create.

First name

Last name

Commission rate (%)

Only a super admin can change commission rates. Contact your admin to update this.

Company name

Tax ID

Email

Phone

Address

Logo URL

Default tax rate (%)

Currency code

Default notes

Default terms

Banking details

Shown on quotes and invoices so customers know where to pay.