Settings & billing
Company profile, tax configuration, users and roles, API keys, and subscription plans.
Company settings#
Company settings hold your legal name, address, logo, tax registration numbers, and default currency. These details appear on quotations, invoices, and PDFs, so keep them accurate.
The tax jurisdiction (UAE or Pakistan) is set here. It controls default VAT rates, which compliance dashboards appear, and which tax return exports are available.
Users and roles#
- 1Invite teammates by email under Settings → Users.
- 2Assign each user a role — roles bundle permissions per module.
- 3Adjust roles under Settings → Roles if your plan includes custom roles.
Note: Plan limits cap how many users a workspace can have. The sidebar and features each user sees follow their role plus the workspace plan.
API keys and Open API#
On plans with the Open API, generate API keys under Settings → API keys. Pass the key in the X-API-Key header to read and write customers, invoices, quotations, and accounting data from your own systems.
Plans and billing#
Your subscription plan decides which modules and features the workspace can use. Compare plans and upgrade under Settings → Billing; changes take effect immediately.
- Plans are organized by company type — freelancers, small companies, medium companies, and accounting offices.
- Yearly billing gives roughly two months free compared to monthly.
- If a feature shows an upgrade prompt, your current plan does not include it.