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In This Article |
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Why review business settings Business settings are essential for managing and organizing the various components of your account behind the scenes. They provide the tools and controls needed to configure account preferences, oversee business-related information, manage user access, and maintain important operational details. Keeping these settings accurate and up to date helps ensure that your account functions smoothly and supports your organization’s day-to-day needs. By carefully configuring your settings, you can optimize the way your account operates, enhance customer interactions, and streamline your overall business processes. |
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Time Zone Use the dropdown menu to select the time zone in which your business is located. Choosing the correct time zone is essential for ensuring that project schedules, deadlines, appointments, and automated reminders are displayed and sent at the appropriate local times. This helps prevent confusion and keeps your team and customers aligned. |
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BCC Email Email addresses entered in this section will receive a copy of every payment receipt. This allows designated recipients to review the information sent to your customers and retain copies for their own records. Keeping these individuals informed helps your company monitor transactions, track incoming payments, maintain accurate financial documentation, and promote greater transparency across your company. |
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Business Address This is the address that your customers will see displayed on all of your estimates, projects, invoices, receipts, and payment pages. It serves as the official contact location associated with your account and is important for maintaining clear communication and professionalism. If you would like to make any changes or updates to this address, please do not hesitate to reach out to our support team. We are always happy to assist you and will promptly update your account information to reflect the new address you provide. |