Onboarding & Settings

1. click the cogwheel icon at the top right of the screen

2. click the Invoice Settings box

3. fill in your business details (name, address, email, company logo) - all this information will appear on your invoices

Recommendation: your logo should be transparent/without coloured background (unless it's part of your brand) so that it looks good on a white paper invoice.

1. click the cogwheel icon at the top right of the screen

2. click the Invoice Settings box

3. set your Default Payment Terms, Default Currency, whether or not you're registered for VAT

1. click the cogwheel icon at the top right of the screen

2. click the Invoice Settings box

3. add any content to the Terms and Conditions and all the footer fields (you only need to fill in footer fields for languages you're going to be using - if all your clients speak the same language then you only need to add the info into the Default Footer (Fallback) text area

1. click the cogwheel icon at the top right of the screen

2. click the Invoice Settings box

3. set your reporting currency - useful when billing in Euros but reporting in your local currency, for example.

This setting will affect all reports and stats widgets across the billing app.

1. click the cogwheel icon at the top right of the screen

2. click the Invoice Settings box

3. set your preferred invoice number format - prefix, suffix, number padding, number sequence reset frequency, next number (when you want to start from higher number to give your clients a feeling you are in demand), and the number format pattern (available options are displayed underneath the field)

1. click the cogwheel icon at the top right of the screen

2. click the Payment Settings box

3. toggle the Enable Manual Payments to enable this option

This option must be enabled if no other payment options are selected, otherwise you won't be able to accept any form of payments.

1. click the cogwheel icon at the top right of the screen

2. click the Payment Settings box

3. toggle the Enable PayPal and/or Enable Stripe switch to enable these payment options.

4. fill in the required information to each of the enabled options (this is a rather technical matter so I would recommend you get in touch with me so I can sort this one out for you)

If you want to test your settings, pick the appropriate option: Sandbox (Testing) Environment for PayPal, Test Mode toggle for Stripe. Be aware that PayPal and Stripe require a different set of API keys and secrets (again, ask a developer to set these up for you). Once you're happy all works, you can switch to Live (Production) Environment for PayPal, disable the Test Mode for Stripe (and update your keys and secrets to live values).

If you have a Czech bank account and you wish your clients who also have Czech bank accounts to pay by using a payment QR code, fill in your IBAN and SWIFT/BIC codes in the Bank Account section.

1. click the cogwheel icon at the top right of the screen

2. click the Payment Settings box

3. fill in the IBAN and SWIFT/BIC codes of your Czech bank account

The payment QR code will be automatically generated and displayed on invoices that meet the conditions.

1. click the cogwheel icon at the top right of the screen

2. click the Email Templates box

3. click any of the email types you wish to update

4. if desired, switch to a language you wish to update

5. edit the template (placeholder options for the subject line as well as the email content itself are listed under their respective fields)

6. set any special fields (e.g. days for sending payment reminders)

7. select if you'd like a PDF invoice attached to that particular email

8. click the Save changes button

Please not that you need to save your changes before switching the language or your changes may be lost.

For your invoices to reach your clients, it is advisable to use third party SMTP providers like SMTP2GO (free for 1000 emails a month) or SendGrid (no free tier in existence anymore). This ensures maximum level of deliverability of your emails, even when sent to the most stubborn free mail providers like Hotmail.com, Live.com and Outlook.com.

1. click the cogwheel icon at the top right of the screen

2. click the Email Settings box

3. select your Provider and fill in all the necessary details

Since this is a somewhat technical part of the settings, I would recommend to get in touch with me so I can sort this one out for you.

1. click the cogwheel icon at the top right of the screen

2. click the App Customisation box

3. set your desired colours in the Primary Colours section

1. click the cogwheel icon at the top right of the screen

2. click the App Customisation box

3. set the login form background colour, form text colour and the page/viewport background colour

4. upload your logo (for best results, a logo file with a transparent background is recommended, unless you set the form background colour to the same colour as is your logo's background colour).

5. upload your page/viewport background image - higher resolutions are encouraged for sharp image but good compression is important for page load speeds. JPG format is best.

This customisation not only affects your own billing area but also your clients'.

If you ever decide you don't want to use your own colours, logos and background image anymore, you can reset the original look and feel of the app.

1. click the cogwheel icon at the top right of the screen

2. click the App Customisation box

3. click the Reset to Defaults button in the top right corner