- Business Info
- Enter company name, address, phone, email, and logo — appears on invoices and estimates.
- Workspace Details
- View and update your workspace name and see a summary of members.
- Payments
- Connect Stripe to accept online payments. Invoices include a ‘Pay Now’ button.
- Invoice Settings
- Set invoice start number, default payment deadline, auto-reminders, and templates.
- Custom Statuses
- Create, edit, reorder, and color-code statuses for Projects and Tasks.
- Email Center
- Configure email sending; customize invoice email templates; set Resend API key.
- Document Branding
- Customize estimate styling — colors, fonts, and layout elements.
