How to set your default currency, tax rate, deposit percentage and business targets, and what each default changes.

How to add, edit and delete the bank accounts printed on bank transfer invoices, and how the primary account works.

How to edit your fixed-fee and retainer contract templates, insert variables, set your standard contract values, and when a project picks up your changes.

How to request and download a zip of your workspace data, what it contains, and how long it stays available.

How to connect Stripe so clients can pay invoices by card, what each verification status means, how to switch a draft to card payment, and how to disconnect.

How to invite people to your workspace, change their role or remove them, what Owners, Admins and Members can each do, and how seats count toward your plan.

How to set a default tax rate, add custom labels and a second tax line, change taxes on a single document, and where your tax registration numbers appear.

How to change your password, turn two-factor authentication on or off, use and regenerate recovery codes, and get back in when you lose your authenticator.

How to connect Claude, Claude Code, ChatGPT or Codex to your workspace, what a connected assistant can and cannot change, and how to disconnect or reconnect it.