Account Settings
Configuring your account settings properly ensures Tracksales works exactly how you need it. This guide covers all account settings and configurations.
1. Business Profile Settings
Update your business information:
- Business name and legal name
- Registration and tax numbers
- Business address and contact details
- Logo and branding
- Business description
2. Regional Settings
Configure regional preferences:
- Currency and currency symbol
- Date format (DD/MM/YYYY or MM/DD/YYYY)
- Time format (12-hour or 24-hour)
- Timezone
- Number formatting
3. Invoice and Document Settings
Customize your documents:
- Invoice numbering format
- Default payment terms
- Invoice templates and styling
- Default notes and terms
- Receipt settings
4. Email Settings
Configure email preferences:
- Email templates
- Email signatures
- Notification preferences
- Automatic email sending
- Email delivery settings
5. Security Settings
Protect your account:
- Change password
- Enable two-factor authentication
- Set up security questions
- Manage active sessions
- Review login history
6. Integration Settings
Connect with other services:
- Payment gateway configurations
- Email service settings
- API access and keys
- Third-party integrations
💡 Pro Tip
Review your account settings periodically to ensure they're still appropriate for your business. Settings can be updated anytime as your business grows and changes.