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.