Finances settings

Where your Finances settings live, and the other Settings pages that shape your documents and payments.

Written By Timothy Murenzi

Overview

Your Finances settings live in Settings › Studio › Finances, with a tab for each part: Pricing, Documents, Statuses and tags, Getting paid, Purchase orders, Expenses and Design-build. Finances walks through each tab.

Watch it: the Settings lesson in Campus, step 11, “Finances” (2:10).

Finances settings, on the Pricing tab

Other pages that shape your documents

Branding: your logos, and how every PDF’s header, footer and terms look.
Sign-off and approvals: which documents need sign-off before they go out, and who signs off.
Integrations and apps: connect WorkPay or Stripe for online payments.
Documents › File names: the name each document downloads with.

Was this helpful?

Still need help? Ask the team