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Workspace & Settings
Currency, tax, bank details, contracts and your team.
Currency, tax, deposit and target defaults for new offers and invoices.
Where your payment details come from when you invoice by bank transfer.
The standard terms and values Billow drafts each project’s contract from.
A zip of your workspace as CSVs and PDFs, requested from Settings → Export.
Connect Stripe so clients can pay an invoice by card.
What Owners, Admins and Members can each do, and how invitations work.
One rate, two rates, custom labels, and where your registration numbers go.
Enabling two-factor authentication, recovery codes, and what to do when the authenticator is lost.
The server URL, the setup steps for Claude, ChatGPT and Codex, what an assistant can do, and how connections expire.
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