Settings
A tour of every section in Settings — invoices, tax, templates, printers, stores and staff self-service.
Workspace → Settings controls how your business, documents and till behave. Select a section to expand it, make changes, and select Save changes in that section.
Primary invoice settings
| Setting | What it does |
|---|---|
| Default currency | The currency new invoices, sales and expenses use |
| Date format | How dates appear on documents, for example Jun 28, 2026 or 28/06/2026 |
| Tax ID label and Tax ID number | For example TIN and your number, printed on documents |
| Invoice number prefix and Next invoice number | How invoices are numbered, for example INV-1001 |
Company details
Your logo, business name, address, country, signature and footer note — what appears at the top and bottom of invoices, quotes and receipts. See Company details.
Discount & tax
| Setting | What it does |
|---|---|
| Default discount type | Whether a new invoice's discount starts as a Fixed amount or a Percentage |
| Default tax rate (%) | Filled in as tax on new invoices, and charged on every till sale |
Changing the tax rate changes what the Point of Sale charges from the next sale. Cashiers can't change it at the till. Changes are recorded in Workspace → Activity.
Template & PDF
The Invoice template, the POS receipt template, and what's printed on PDFs: Notes, Signature and Paid stamp. See Invoice templates and PDF and Receipts and printers.
Printers & scanner
The Paper size for invoices, quotes and reports, and Barcode scanner — whether a USB or Bluetooth scanner can add products at the till. See Barcode scanners.
Store settings
| Setting | What it does |
|---|---|
| Sell at wholesale prices | Adds wholesale prices to products and a Retail / Wholesale switch at the till. See Wholesale pricing |
| Session management | Adds the Sessions page. See Sessions |
Staff self-service
| Setting | What it does |
|---|---|
| Staff clock themselves in and out | Staff record today's attendance from My time |
| Staff request their own leave | Staff send leave requests, which still need approving |
Good to know
- Who can change settings? You, and roles with Settings permission.
- Changes apply to every store in your business.