Business settings
Business settings is where you set up how your business behaves across the app — language, timezone, default currency, how prices are displayed, and more. Open it from the main navigation.
General
- Language — the language for the business's UI and for the documents you create. Each user can pick their own UI language in their profile, but the document language defaults to the business setting. See Sending an invoice in a different language for per-document overrides.
- Timezone — used for timestamps in the activity log, scheduled actions, and "today" calculations like invoice due dates.
- Default currency — the currency new invoices and estimates start in. Individual documents can use any currency; see Multi-currency invoicing and exchange rates.
- Price display — choose whether line item prices are shown as net, gross, or split (both shown). You can also toggle whether labels include the price type ("incl. VAT" / "excl. VAT").
Documents and appearance
Invoice-specific and estimate-specific defaults — number format, late fees, line item columns — live under Invoice settings and Estimate settings. See Customising invoices and estimates.
Logo, theme, and colour are under Appearance — see Customising your business appearance.
Products, customers and taxes
Business settings hold one product setting, under Currency, prices & products: Save line items as products. It is on by default and saves a document line you typed in by hand, without picking a product, as a new product when the document is saved. Turn it off if the product list should hold only what you add yourself.
There are no default settings for new customers. A customer's own defaults, such as currency, language or payment terms, are set on the customer; see Setting defaults for individual customers.
Tax rates are not part of business settings. They have their own Taxes tab next to it; see Managing tax rates.
Changes to invoice and estimate defaults apply only to documents created after the change. Existing documents keep the values they had when created.