General Settings

Cloudbillz is here to ensure a customized experience, in the General Settings tab you can Change your system settings to better suit you.

Set your financial year

This will be used to display statistics for your finances in dashboard and reports. (figure 9.1)

Payment Gateway settings

Cloudbillz allows you to integrate PayPal if you receive payments via PayPal. Here you can configure your PayPal email address with the Cloudbillz account. (figure 9.1)

Figure 9.1

Settings for Invoice Auto Reminders

You can turn ON/OFF your auto reminders by taping button in settings section. (figure 9.2)

Customize Auto Reminder Settings

You can set your reminders to be sent on a particular date and time.

Select the number and then select a frequency for a specific period of time (Days and Weeks) and then you can decide whether it should be sent on before or after the date you set your reminder. You can select a specific time to send your reminders as well, to ensure your reminders are sent in the time your intent to, select your time zone.

Tax settings

Add your Tax types and its percentages, which will reflect in every Invoice and Quote you create. You have the option to change these figures for individual invoices and quotes when you create them. (figure 9.2)

Figure 9.2