Use a custom domain

By personalising aspects like logos, notifications, and payment options, you can make the platform feel uniquely yours, improving brand consistency and user adoption.

Functional Settings

Beyond visuals, functional customisations optimise your invoicing workflow for better productivity and accuracy.

Notification Settings and Custom Messages

Control how and when notifications are sent, such as reminders for overdue invoices, and add custom messages to personalise communications. This helps in maintaining client relationships while keeping your team updated.

1. Head to "Notifications" in the dashboard and review current settings.
2. Set frequencies for alerts, like daily or weekly for transaction imports.
3. Create custom messages for emails, including placeholders for client names or due dates.
4. Integrate with external calendars or apps for automated reminders.
5. Enable or disable specific notification types based on user roles.
6. Test a sample notification to ensure it triggers correctly.
7. Save and monitor the settings for a few days to fine-tune.