Settings overview

Settings contains five sections: Server Cron, Notifications, Email Settings, Payment Methods and Financial Settings. The general settings also include the plugin language. Save a section after changing its fields; switching sections does not replace saving.

Set the defaults before you enter many customers. You can still override VAT for an individual customer and tailor the visibility and payment details of each service.

Start with Financial Settings, then Email Settings and Notifications. Configure Payment Methods before inviting customers to pay through the portal.