Settings
Every settings page, what it controls, who can change it, and tax number names for each country.
Every page under Settings, what it controls, and who can change it. For a guided first setup, see Set up your organization.
Settings pages#
Every member can open every settings page. Pages their role cannot change are read-only.
| Page | What it controls | Who can change it |
|---|---|---|
| Organization | Company name, address, contact details, country, tax and registration numbers, base currency, time zone and payment instructions. | Owner, Admin |
| Numbering | The prefix and next number for each document type. | Owner, Admin |
| Taxes | The taxes available on documents, with rate, mode and country. | Owner, Admin, Accountant |
| Terms | Reusable terms and conditions, and the default set for each document type. | Owner, Admin |
| Reminders | Whether payment reminders are sent, when, and what they say. Shown where reminders are switched on for your workspace. | Owner, Admin |
| Templates | The template each document type opens with. | Owner, Admin |
| Brand | Logo, colors, watermark and the signature library. | Owner, Admin (anyone who writes documents can add their own signatures) |
| Team | Members, their roles and pending invitations. | Owner, Admin |
| Security | Your own two-factor authentication and recovery codes. | Each member, for their own account |
Organization#
| Field | Notes |
|---|---|
| Company Name | Required. Printed on every document. |
| Registered Address, City, State, Postal code | One address part per line; the first line becomes the main address line. |
| Country | Decides the names of your tax and registration numbers. |
| Phone, Email | Printed in the letterhead. |
| Tax and registration numbers | Named for your country (see below). Printed in the letterhead with their short name, such as TIN:. A value you type with its prefix already in it, such as BN2854849, prints as typed. |
| Base currency | The currency new customers and documents start in. |
| Time zone | Decides what "today" and "this month" mean on reports, and the latest date a write-off can carry. Dates already on documents never move. UTC until you choose one. |
| Payment instructions | Copied onto new money documents, where it can be edited per document. Leave blank to print no payment block. |
Tax and registration numbers by country#
| Country | Tax number | Registration number |
|---|---|---|
| Nigeria | Tax Identification Number (TIN) | Business Number (BN) |
| United States | Employer Identification Number (EIN) | State registration number |
| United Kingdom | VAT registration number | Company number |
| Canada | GST/HST number | Business Number (BN) |
| Australia | Australian Business Number (ABN) | Australian Company Number (ACN) |
| India | GSTIN | Corporate Identification Number (CIN) |
| Ghana | Tax Identification Number (TIN) | Registration number |
| Kenya | KRA PIN | Company registration number |
| South Africa | VAT registration number | Company registration number |
| United Arab Emirates | Tax Registration Number (TRN) | Trade licence number |
| European Union member states | VAT identification number | Company registration number |
| Any other country | Tax identification number | Business registration number |
For Nigeria, the United States, the United Kingdom, Australia, India, Kenya, South Africa and the United Arab Emirates, Bookmaker checks the number's format when you save and explains the expected format if it does not match.
Numbering#
Each document type has a Prefix of up to 16 characters and a Next number of at least 1, with a Sequence Preview of the result. The next number can never be set below the current sequence, so a number is never issued twice. Document numbering explains when numbers are used.
Terms#
Each saved set has a Title, Content of up to 5,000 characters and an Applies to of All types or one document type. One set can be the default for each type, plus one default for all types. A new document takes the default for its own type first, then the all-types default. In the editor, Insert saved terms… replaces a document's terms with any saved set. Editing or deleting a set never changes documents that already used it.
Reminders#
Send payment reminders is off until you tick it, and turning it on asks which invoices it covers: only those sent from then on, or also the unpaid ones already sent. Below it are the Time of day and Time zone reminders go out in, Monday to Friday only, Quiet hours, the Most reminders per invoice and the Fewest days between reminders, addresses of your own to copy, and the reminders themselves, each with its timing, subject and message. The Preview fills the chosen reminder with sample details. A customer and an invoice can each have their own setting, which wins over this one. Payment reminders explains each part.
Templates#
Choose a Default template for each Document type, or its Standard layout — the look and wording Bookmaker gives that type out of the box. The choice saves as soon as you pick it. It applies whenever a document is started without naming a template: from Create, the command palette or a customer's page. Documents already written are never changed.
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