Settings

The settings of your company and your account: what is printed on your documents, who has access to what, how your emails go out and how you get paid. The company’s settings are in Settings, at the bottom of the left-hand menu; you need the permission to manage them. Your own (name, password, language, appearance) are in My account, from your account menu.

• Your company’s details Enter your company’s name, address, logo and UID number, then the language, date format and currency of your documents.
• Customise your invoices and quotes Set your invoices’ due date, rounding and interest, design your document template and prepare your reusable texts.
• Number your clients, invoices and quotes Choose the format of your client, invoice and quote numbers, and the next number of each counter.
• VAT and rates on your documents Say whether your company is registered for VAT, manage the rates offered on your invoices and quotes, and choose the default rate.
• Get your invoices paid online, by card or TWINT Link your Stripe account so that your clients pay your invoices by card or TWINT, directly from their link.
• Send your emails from your own address Set up your mail provider’s SMTP server so that your invoices and quotes go out from your own email address.
• Integrations Bring in your data from other software, export your entries to your fiduciary’s software and plug in your payments, from Settings › Integrations.
• To Bill notifications What To Bill tells you about, by email, on your phone and in the application, and how to choose what you receive.
• Users, roles and permissions See who has access to your company, choose each person’s role and permissions, remove access and follow the activity log.
• Your personal account Change your name and password, the language and appearance of To Bill, the app’s notifications and our tips e-mails, switch from one company to another, sign out or delete your account.
• The subscription and credits The free trial, the Business subscription, changing card, cancelling, and the credits for sending your invoices by post.
• Delete the company Download the archive of your books, then permanently delete a company and all its data.