Configure Your Settings
Settings is where you set up your company, payment gateways, taxes, and compliance. Let's configure everything.
What You'll Learn
Add company information
Configure payment methods (Moyasar, Tap)
Set up tax rules (VAT, ZATCA)
Configure regional compliance
Company Information
Go to Settings → Company
Fill in:
Company Name — Your legal company name
Email — Support email
Phone — Customer support phone
Address — Business address
Tax ID — VAT number or tax identification
Currency — Your default currency (SAR, AED, etc.)
Click Save
Payment Methods (Regional)
For MENA customers, configure regional payment gateways:
Option 1: Moyasar
Go to Settings → Payment Methods
Click + Add Payment Method
Select Moyasar
Enter your Moyasar API credentials:
Public Key
Secret Key
Click Save
Coverage: Saudi Arabia, UAE, Kuwait, Qatar, Bahrain
Option 2: Tap
Go to Settings → Payment Methods
Click + Add Payment Method
Select Tap
Enter your Tap API credentials:
Public Key
Secret Key
Click Save
Coverage: All MENA countries (broader availability)
Need credentials? Sign up at Moyasar.com or Tap.company
Tax Setup
VAT Configuration
Go to Settings → Taxes
Set Default VAT Rate (e.g., 15% in Saudi Arabia)
Configure Tax ID format for invoices
Enable Auto-calculate VAT on invoices
ZATCA Compliance (Saudi Arabia)
Go to Settings → Compliance → ZATCA
Enable ZATCA E-invoicing
Enter your ZATCA credentials:
ZATCA Username
ZATCA Password
Organization Identifier
Configure Invoice Format (Phase 2: XML or UBL)
Test transmission to ZATCA
Click Enable ZATCA
Invoice Defaults
Go to Settings → Invoice Defaults
Set:
Invoice Prefix — e.g., "INV-" (INV-001, INV-002)
Default Due Date — e.g., 30 days
Invoice Logo — Upload company logo
Invoice Footer — Terms, payment instructions, bank details
Click Save
User Management & Permissions
Go to Settings → Team
Click + Invite User
Enter email and assign role:
Owner — Full access (you)
Admin — Can manage settings, users, invoices
Finance — View invoices, payments, reports
Support — View customer info, create invoices
Click Send Invite
API & Webhooks
For developers:
Go to Settings → API & Webhooks
Generate API Keys for integrations
Configure Webhooks to notify your app when:
Invoice created/paid
Subscription started/cancelled
Payment succeeded/failed
Checklist: Settings Complete
✅ Company information added
✅ Payment gateway(s) configured
✅ VAT/tax rates set
✅ ZATCA enabled (if in Saudi Arabia)
✅ Invoice defaults configured
✅ Team members invited (optional)
Tips
Test payment gateway before going live
Enable both Moyasar and Tap for redundancy
Set invoice footer with your bank details for manual payments
Review permissions regularly — only give access as needed
Keep API keys secure — never share them