- Select the gear icon on top of the screen and select “Account Settings”
The left sidebar contains a list of configurable settings
A- Fiscal data and logo
In this section, you can update your company's fiscal information and logo.
B- Identity Certification
In this section, you can certify your account, if you have skipped this step during account creation
C- Business Registry Data
From this section you can add your company’s commercial register by filling in the available boxes.
D- Contact person
From this section you can manage the contact person of your account.
E- Legal note and data protection
In this section you can add a legal note that is displayed by default in the footer of all invoices.
F- Taxed by default
From this section you can remove or add taxes that you can later apply to the invoices you generate.
To add taxes
- In the Name box, input the tax name for identification.
- In the Percentage box, enter the tax percentage.
- You have the option to enable the Activate by default setting, which automatically includes the default tax when generating the invoice
- Choose the tax category from the Category dropdown menu.
- Lastly, select the Add tax option to create and save the tax
G- Collection
From this section, you can add the bank accounts of your company that you can select to collect invoices, as well as define the default collection method for new customers
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article