Preferences

Settings

Access mode

You are currently viewing the app as Admin. User mode hides destructive controls (bulk delete, workspace reset) so you can preview what a team member sees.

Company details

Shown in the header of every invoice, quotation and PDF export.

No logo

Automatic numbering

New documents auto-fill with the next sequential number. Turn off to enter numbers manually.

Banking details

Optional. When filled in, they appear on every invoice and quotation (each document can hide them individually).

Appearance

Dark mode

Softer palette for late-night bookkeeping.

Sample data

Populate the workspace with realistic customers, catalog items and invoices so the dashboard, charts and lists come alive. You can reset at any time — only your business settings are kept.

Upgrade to Premium

One-time lifetime license. Unlimited invoices, quotes, customers & catalog items, premium PDF themes, AI reminder autopilot and custom brand kit.

  • Unlimited invoices, quotes & customers
  • Bold & Modern PDF themes
  • AI overdue reminder drafting
  • Custom brand kit + signature
  • Cloud sync across devices

Payment wiring coming in the next pass.