Settings contains branding and account options. Edit access and availability vary by account.
Update branding and wording
- Open Settings → Branding & receipts.
- Review Company name, Support email, Support phone, Website, Brand color, and Address.
- Use Upload logo if available.
- Under Emails & receipts, review Greeting / intro, Sign-off, and Footer note.
- Check Live preview, choose Save settings, and confirm the saved result.
The preview demonstrates presentation. It does not prove an email was sent or receipt delivery is enabled for a payment route.
Review fees and tax separately
Fees & tax includes optional card and eCheck service fees, a declined-subscription late-fee amount, and sales-tax settings. Use values approved for your business. A portal switch does not determine whether a charge is appropriate. Verify the final total; invoices have their own tax field.
Understand other options
Level III shows a capability checkbox and default line-item template. It uses configured title and codes rather than automatically sending every invoice line. Confirm eligibility and the correct template with your operator before enabling it. The switch does not guarantee lower rates.
Terminals offers Card present or Not present labels for reporting. This classification does not activate a device or change its payment capture.
Settlement account directs changes to support. The demo blocks settings writes and uploads; its previews are illustrative. If saving fails, verify existing values before retrying and report the affected section to the operator.