Settings
Your business identity, tax rates, payment details, and IRD due dates used across the dashboard, invoices, and PDFs.
Shown as the sender on every invoice. Required to generate a PDF.
Postal address shown on every invoice. Required to generate a PDF.
Shown on the invoice footer. Also used as the default reply-to when emailing invoices.
Flat rate applied to paid income (includes an ACC levy buffer).
Applied to new invoices. Existing invoices keep their stored GST.
When off, invoice PDFs say "Invoice" instead of "Tax Invoice" and skip the GST line.
Required on every invoice when GST-registered.
Printed in every invoice's Payment block. Required to generate a PDF.
Used in global numbering mode. In per-client mode, each client's prefix is used instead.
Pre-fills the payment terms field on new invoices.
Your arranged overdraft or revolving-credit limit. Leave at 0 for a plain savings or transaction account. It adds to your spending room.
Per-client mode uses each client's invoice prefix (or auto-derives 3-4 letters from the name). Existing invoice numbers keep whatever they were assigned.
Provisional tax
Provisional tax instalment dates.
GST returns
GST return due dates (6-monthly by default).