Subaccount Settings

Subaccount Settings

Business Information

Go to Settings in the sidebar. Update your subaccount’s details:

• Name — your subaccount’s display name (required, max 255 characters)
• Business Name — your legal business name (appears on invoices)
• Email — business contact email
• Phone — business phone number (max 50 characters)
• Website — business website URL
• Business Address — full address (max 1,000 characters, appears on invoices)
• Tax ID — your business tax identification number (max 100 characters)
• Timezone — your business timezone (required, affects all date displays)

Document Settings

• Invoice Prefix — text prepended to invoice numbers (e.g., "INV-"). Max 20 characters.
• Invoice Next Number — the next auto-assigned invoice number (minimum 1)
• Quote Prefix — text prepended to quote numbers (e.g., "QT-")
• Quote Next Number — the next auto-assigned quote number
• Default Payment Terms — number of days until invoices are due (0–365)
• Default Currency — 3-letter ISO currency code (e.g., USD, EUR, GBP)
• Default Tax Rate — percentage applied to new documents (0–100%)
• Footer Note — default text that appears at the bottom of documents (max 1,000 characters)

Subaccount Branding

Subaccounts can override the agency branding with their own:

• Logo (same upload requirements as agency)
• Primary color and button text color
• Email sender name, sender address, and reply-to address
• Support email, phone, and URL

If subaccount branding is not set, it falls back to the agency’s branding.

Stripe Keys

Configure your Stripe API keys to accept payments on documents:

• Publishable Key — must start with pk_live_ (live mode) or pk_test_ (test mode)
• Secret Key — must start with sk_live_ or sk_test_
• Mode — live or test (you can toggle between modes without re-entering keys)
• Webhook Secret — auto-generated or manually entered, must start with whsec_

Keys are validated against Stripe’s API on save to ensure they work.

SMTP Configuration

Set up custom SMTP for sending emails from your own domain. Supported providers:

• Custom SMTP server
• Gmail
• SendGrid
• Mailgun
• Amazon SES
• Postmark
• Mailjet

Configure: host, port (1–65535), username, password, encryption (TLS, SSL, or none), from address, and from name. You can have multiple SMTP configurations and mark one as default. Use the Send Test Email button to verify your settings.

Spam Protection Keys

Configure CAPTCHA providers for your public forms:

• Google reCAPTCHA (v2/v3)
• Cloudflare Turnstile
• hCaptcha

Enter your site key and secret key for each provider. These are used when you enable spam protection on individual forms.

Data Retention

• Soft-deleted records — how long to keep trashed contacts, documents, and records before permanent deletion (30–730 days)
• Audit logs — how long to keep audit log entries (90–2,555 days, approximately 7 years maximum)

Audit Log

Go to Audit Log in the sidebar to see a chronological record of all significant actions in your account: who did what, when, and to which record. Useful for compliance, debugging, and security monitoring.