The Settings tabs
Search all settings finds any setting by name. The tabs run down the left.
Moved out of Settings
Common tasks
Set up your business details and logo
1
Open Settings → Business → Business Profile
2
Fill in your company details
Your company name, address and registration details appear on your documents.
3
Upload your logo
Up to 2 MB. It appears on your documents and on your public site.
Set the start of your financial year
In Settings → Business → Accounting, choose Fiscal Year Start Month. Set it before you post anything: it defines every period, close and period lock, and it cannot be changed once anything has been posted.Set up VAT or sales tax
In Settings → Business → Tax & VAT, say whether your business charges VAT/GST, what you can reclaim, and your Tax codes.Send email from your own domain
Softbooq sends your email from its own service from day one, within a monthly allowance of free emails; after that, emails are held until the next month. To send from your own domain with no limit, open Settings → Messaging & Channels → Email Service, choose Custom for your own mail server, then use Test Connection. More providers are coming soon. Email Activity shows every email sent and whether it was delivered, bounced or held.Connect payments and your bank
Open Settings → Banking. Receive Payments connects Stripe so customers can pay online. Send Payments / Payouts connects Wise or Revolut for paying suppliers. Bank Feeds brings in your bank transactions.Require two-factor sign-in
Open User Management → Security Policy → Two-factor authentication, choose the Roles that must use two-factor authentication, and a Grace period (days) to set it up (0 = right away). The same screen has the Desktop inactivity lock and Workspace Access (only people with an email address on your domain can join).Troubleshooting
I cannot see most Settings tabs
I cannot see most Settings tabs
Only My Profile and Notifications are open to everyone. The other tabs need the permission to manage settings; ask an Admin.
I cannot change the start of the financial year
I cannot change the start of the financial year
It is locked once anything has been posted, because moving it would re-slice periods that are already closed.
Emails are not going out
Emails are not going out
Open Settings → Messaging & Channels → Email Activity. If the monthly free emails are used up, emails are held until next month; connect your own email provider and send them again from there.
I deleted something by mistake
I deleted something by mistake
Open Settings → Recycle Bin. Records deleted in the last 30 days can be put back.
See also
Subscription & Plans
Plans, seats and the Admin Portal.
Integrations
Every connected service and how it syncs.
Public & Portals
Your public site: landing page, online store and customer account.