Configure your business details and billing
Get the details on every invoice right, and know what you're paying for before it surprises you.
Steps
Set your business details
Settings › Project Details holds your business name, address, and tax details — what shows up on every invoice and receipt you issue, so get it right before your first one goes out.
Configure module-specific settings
Settings › Inventory Settings, Finance Settings, and Return Settings each control behavior specific to that part of the product — costing method, payment terms defaults, return windows. Review them rather than relying on the defaults matching your business.
Check your plan and billing
Settings › Billing shows your current plan, usage, and payment method — worth a look before you're surprised by an upgrade prompt mid-month.
Know where to get help
Settings › Support is the fastest path to a real answer when something doesn't behave the way this documentation says it should.
What you end up with
A workspace configured for how your business actually operates, not left on defaults that happen to be close enough.
Modules used
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