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In Settings, you can update and add new information relating to their overall business, such as contact information, invoicing requirements, and additional users.


Business Details

In Business Details, you can add your "Business Logo" which will will appear on your invoices and other client-facing documents. Your "Business Name", "Tax ID" or "Business Number", "Business Type", and "Industry" can be edited, along with your "Transaction Start Date".

Related Article: Business Details

Subscription and Billing

The Subscription and Billing page allows you to control how you will manage your Kashoo subscription for your business.

Related Article: Subscription and Billing

Invoicing and Payments

The contact information provided here, is your main company contact information that will be shown on the invoices you send to your customers. It is also the contact information Kashoo may use to contact you.

You can set up your business to accept online payments from this page. Once complete, you can choose to include a payment link in your emailed invoices.

Related Article: Invoicing and Payments

Manage Users

Initially, whoever creates the account will be the only user with access to the business, but Kashoo allows multiple people to access a Kashoo Business. Each person can have one of 3 roles; each role has a different access level.

Related Article: Manage Users


To exit the Settings section at any time, click the X in the upper right.

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Start Up Guide The Smart Inbox Importing Data Accounts Dashboard Transactions Contacts Invoices Reports Settings Taxes

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