In the Settings tab, you will find sections for updating your company profile, keeping track of your invoices and payment plan, adding additional team members to access the dashboard and setting up email notifications.
Profile
In the "Profile" section, you are able to upload your logo and add information about your company.
Invoices
The "Invoice" section allows you to track the status of the invoices you have received for both Change fees and donations.
For any unpaid invoices, you may click on the specific invoice and go to the external link provided in the drawer to complete payment via Stripe.
Additionally, you may include a memo for your invoice for record-keeping purposes. You can update the memo by clicking on Update invoice memo in the drawer.
If the invoice is unpaid, updating the memo will void the current invoice on Stripe and a new invoice will be sent with your memo included.
If the invoice is paid, the updated memo will appear in your dashboard, but not on the Stripe invoice.
Once updated, your memo will appear on the dashboard.
Billing
In "Billing," you are able to view your payment methods, as well as your current billing plan.
Team
You can invite additional users to access the dashboard by clicking on + Add a team member in the "Team" section
Notifications
You can set up your email preferences and get notified of compliance tasks in the "Notifications" section.
