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How to edit Transaction Settings
How to edit Transaction Settings

Personalize and automate your transactions workflow. By editing the transaction settings, you can streamline how you work.

Yujia Zheng avatar
Written by Yujia Zheng
Updated over a week ago

Video Tutorial HERE

Step 1: In the top-right corner, select your account name > Settings.

Step 2: Select Transactions. You have the ability to add tax rates, payment instructions, additional information and legal document templates. These are preset templates that you can apply in invoices, consignment, and other transactions.

Another thing you can do is to customize your invoice PDF. Go to Settings > PDF Templates > Transaction, where you can customize your invoice layout, font, font size, artwork caption, etc.

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