Account Settings

Account Settings Overview

Your account settings control how your business appears on invoices and quotes, how tax is handled, and how you accept payments. You can access account settings from the sidebar at any time.

Editing Business Details

Keep your business information up to date so it appears correctly on all outgoing documents:

• Business name — your company or trading name as you want it to appear on invoices and quotes.
• Billing email — the email address shown on invoices for payment queries.
• Phone number — a contact number for your business.
• Address — your business address, displayed on invoices and quotes.

VAT / Tax ID

If your business is registered for tax, enter your tax identification number in the VAT / Tax ID field. When a Tax ID is present, tax will automatically be applied to new invoices and quotes at the default rate for your currency.

The label for this field changes depending on your account currency:

• GBP (United Kingdom) — VAT Number
• EUR (Europe) — VAT Number
• AUD (Australia) — ABN (Australian Business Number)
• NZD (New Zealand) — GST Number
• USD (United States) — Tax ID / EIN

Company Registration Number

If your business has a company registration number (for example, a Companies House number in the UK), you can enter it here. It will be displayed on your invoices and quotes alongside your other business details.

Uploading a Logo

Upload your company logo to give your invoices and quotes a professional appearance. Your logo will be displayed in the header of every invoice and quote you generate.

To upload or change your logo:

1. Go to Account Settings.
2. Click the logo upload area or the Change Logo button.
3. Select an image file from your device.
4. Save your settings.

Default Invoice Payment Terms

Set a default payment term that will be applied to new invoices automatically. This determines the due date based on the invoice date. For example, setting a 14-day payment term means each new invoice will be due 14 days after it is issued.

You can override the payment terms on individual invoices if needed.

Bank Details for Invoices

If you want your bank details to appear on invoices so customers can pay by bank transfer, enter the following:

• Account name — the name on your bank account.
• Sort code — your bank sort code (or equivalent routing number).
• Account number — your bank account number.

These details will be printed on every invoice you send, making it easy for customers to pay you directly.

Enabling Stripe for Online Payments

CallOut WMS integrates with Stripe to let your customers pay invoices online by card. To enable this:

1. Go to Account Settings and find the Payment section.
2. Enter your Stripe Publishable Key and Secret Key. You can find these in your Stripe dashboard under API keys.
3. Save your settings.

Once configured, invoices you send will include a payment link. When a customer clicks the link, they can enter their card details and pay securely through Stripe. The payment will be recorded automatically in CallOut WMS.

Changing Your Password

To change your password:

1. Go to Account Settings.
2. Find the Change Password section.
3. Enter your current password and your new password.
4. Click Save to update your password.

Choose a strong password that combines letters, numbers, and symbols for the best security.

Currency

Your account currency (GBP, EUR, USD, AUD, or NZD) is set when you register and determines the formatting of amounts on invoices, quotes, and reports. It also controls the default tax rate and the label used for your Tax ID field.