Setting up your Tracksales account correctly from the start will help you get the most out of the platform. Follow this guide to configure your account properly.

1. Business Information

Complete your business profile with accurate information:

  • Business name (as it should appear on invoices)
  • Business registration number
  • Tax identification number (PIN, VAT number, etc.)
  • Physical address and mailing address
  • Contact information (phone, email, website)

This information will be automatically included in your invoices and official documents.

2. Currency and Regional Settings

Configure your regional preferences:

  • Select your primary currency (KES, USD, etc.)
  • Choose date format (DD/MM/YYYY or MM/DD/YYYY)
  • Set timezone
  • Configure number formatting

These settings ensure all dates, times, and currency displays match your local preferences.

3. Invoice and Document Settings

Customize how your invoices and documents appear:

  • Upload your business logo
  • Set default payment terms (Net 30, Due on Receipt, etc.)
  • Configure invoice numbering format
  • Add default notes or terms and conditions
  • Choose invoice template style

4. Tax Configuration

Set up tax rates applicable to your business:

  • Add VAT or sales tax rates
  • Configure tax-inclusive or tax-exclusive pricing
  • Set up multiple tax rates if needed
  • Enable automatic tax calculation

5. Payment Methods

Configure accepted payment methods:

  • Enable M-Pesa payment gateway
  • Add bank transfer details
  • Configure credit card payments (if applicable)
  • Set up payment instructions for invoices

6. Email and Notification Settings

Customize your email preferences:

  • Set default email templates
  • Configure automatic email notifications
  • Set up invoice reminders
  • Enable low stock alerts

7. User Permissions

If you have team members, set up user roles and permissions:

  • Create user accounts for team members
  • Assign appropriate roles (Admin, Manager, Staff)
  • Configure permissions for each role
  • Set access restrictions if needed

💡 Pro Tip

Take time to set up your account properly during the initial setup. You can always update these settings later, but getting it right from the start saves time and ensures consistency in your documents.