Organisation Settings¶

Manage your business details, branding, and preferences.

Accessing Settings¶

Click Settings in the sidebar to access your organisation configuration.

Available Settings¶

General¶

• Business name, ABN, contact details
• Business address
• Default invoice payment terms

Branding¶

• Logo upload (PNG, JPEG, or WebP, max 1 MB)
• Invoice reply email
• Invoice customisation: primary colour, accent colour, font pair, and layout template

Banking¶

• Bank account details for direct deposit (BSB, account number)

GST¶

• GST registration status
• Default GST-inclusive/exclusive pricing

Invoice Reminders¶

• Enable automatic payment reminders
• Set reminder days before due date (e.g., 3 days, 1 day before)
• Set reminder days after due date for overdue invoices (e.g., 7, 14 days)
• Day offsets between 1 and 90 days

Payments¶

• Connect or manage your Stripe account for online payments
• See Stripe Integration

Billing¶

• Manage your FairBooks subscription (monthly or yearly)
• Access the Stripe Customer Portal for billing history
• Only the organisation Owner can manage billing

Members¶

• Invite and manage team members
• See Managing Members

Import¶

• Import data from Xero via CSV upload
• See Importing Data

See Setting Up Your Business for initial setup instructions.