General settings
The General settings (available from the username dropdown in the top-right or Alt+S shortcut) will cover an array of details that will impact what the customer will see in the Customer Portals and emails as well as settings for how invoices and date / time formatting works in the system.
Company
Company name
Your company name that the customer will see.
Website URL
In the Customer Portals, if a customer clicks on the brand name on the top left of the menu bar, they will be directed to this URL.
Help URL
In the Customer Portals, users clicking on help will be directed to his URL
Help phone
Set the phone number that should be shown in the Customer Portals here.
Signup
Terms and conditions URL
When signing up, customers can click on this link to view your company's T&Cs.
Require terms acceptance
If you would like the customers to have to tick a checkbox to confirm they have read and accepted your T&Cs, set this to Yes. If set to No, customers will be able to sign up directly (the T&Cs link will still appear with text indicating that by signing up the customer implicitly agrees to the T&Cs.
Date and time formatting
Long format
Choose from a variety of options for the date format you'd like to appear in the emails that get sent to customers by the system (e.g. job confirmation & reminder emails)
Short format
This is used for invoice dates and the dates of line items in the invoice body.
Time
The time format will appear throughout the Customer Portals and system-generated emails.
Settings history
You can track changes made to the settings in the History section.
From this section, you can also manually add comments and images which will be logged in the history section with the latest action/comment added at the top of the list.
