Set Up Your Business
In this article we'll let you know the basic steps you can follow in order to adjust invoicely based on the specifics of your business. We'll be outlining each setting contained in the "Business Settings" page in the correct order.
Edit business information:
By navigating to Business Settings > Edit Business Information you'll be able to edit the business details that will be displayed on invoices. This includes the type of your business (organization or individual), your business name and address, business phone number, Tax Identification Number, custom invoice fields, notes and more.
By navigating to Business Settings > General Preferences you'll be able to adjust a series of settings and customizations for your business:
|Default Language:||The default language used for your invoices and estimates.|
|Primary Currency:||The primary currency used for your invoices, estimates, bills, reports and dashboard statistics.|
|Units & Formats:||Adjust number, date and time formats, currency format and position and mileage unit.|
|Miscellaneous:||Specify when your financial (fiscal) year begins and choose a custom receipt number prefix.|
|Statement List Options:||Choose the default filter tab for your Invoices, Bills and Estimates pages.|
|Custom Domain:||Set up a custom domain to host your invoicely account at. Professional Plan|
|invoicely Branding:||Disable the "Powered by invoicely" badge shown at the bottom right of your invoices. Basic Plan|
In Business Settings > Statement Preferences you can manage a host of settings related to invoices, bills, estimates and account statements, such as default due & expiration dates, address format, default payment reminders, and more.
In Business Settings > Payment Integrations you'll be able to enable and disable the payment gateways through which you would like to receive payments for your invoices. If you are currently using the Free Plan, you will only see PayPal as an option. On premium subscription plans, you will will be able to choose from many more advanced gateways, including Stripe, Authorize.net, PayLane, Mollie and WePay.
In Business Settings > Team you can add, edit and remove team members. If your subscription plan supports multiple team members, you'll be able to invite coworkers to your invoicely account, assign them a role and give them specific portal permissions.
Link: Manage team members
Taxes, Discounts, Shipping:
In Business Settings > Taxes, Discounts, Shipping you can add, edit and remove saved tax, discount and shipping templates, as well set them as default by checking the "Set Default?" checkbox. Specifying a default tax, discount or shipping entry will cause invoicely to add the respective entry to new invoices automatically.
Navigate to Business Settings > Saved Items to go through, add, edit and remove saved items, expenses, tasks, trips or tags. These are the items that can be added to statements (invoices, bills, estimates) using the autocomplete dropdown menu in the line item name field.
Link: Manage saved items
|Logos & Icons:||Upload an icon and logo in order to customize your invoicely control panel and notification emails based on your brand, and upload a separate statement logo to display on invoices, estimates, bills and receipts.|
|Colors:||Specify a series of HEX color codes in order to adjust your control panel's branding to the colors specific to your business.|
|Languages:||On this page you'll be able to specify the language used throughout your invoicely control panel and on your statements. Each language is split into individual words and phrases that can be adjusted based on your preferences.|
|Notes & Emails:||On this page you'll be able to configure and edit the contents of your statement default footer, statement default notes, as well as notification emails, automatic payment reminders, and more.|
In Business Settings > Manage Files you'll be able to see a list of all files that have been uploaded as part of your usage of invoicely. This includes files uploaded in line items and your control panel and statement logos & icons. On this page you can also add and delete files from your invoicely account.
Deleted invoices, estimates, bills, files and clients end up in Business Settings > Trash and can be deleted permanently or recovered into your account.