Abbpay

Settings

Updated 17 hours ago 5 min read

Overview

The Settings section allows you to configure your accounting module to match your business requirements. Manage company information, invoice preferences, payment gateway integrations, currencies, tax rates, notification templates, and more.

Accessing Settings

Navigate to Account > Settings from the left sidebar.

Settings Sections

The Settings page uses a sidebar navigation to switch between different configuration areas:

Section Description
General Settings Company information and preferences
Invoice Settings Invoice numbering, currency, and display options
Payment Gateway Configure payment providers (Stripe, PayPal, etc.)
Currencies Manage supported currencies
Tax Rates Configure VAT and tax rates
Payment QR Codes Generate payment QR codes
Notification Templates Customise notification messages
WhatsApp Settings Configure WhatsApp Business integration
Invoice Customisation Customise invoice templates

General Settings

Company Information

Field Required Description
Company Name Yes Your business name
Current Currency No Default currency for transactions
Company Email No Primary business email
Company Phone No Business phone number
Date Format No Select preferred date format
Time Zone No Select your timezone
Time Format No 12-hour or 24-hour format

Company Identification

Field Description
Company Number Registration number
Company Type Company, Charity, or Individual
VAT Number VAT registration number
Auth Code Companies House authentication code
UTR Number Company Unique Taxpayer Reference
Self Assessment UTR Individual UTR
Charity Number Charity registration number
National Insurance Number NI number

Address Information

Field Description
Country Business country
State State/region
City City/town
Zipcode Postal code
Company Address Full street address
Fax Number Fax number (if applicable)
Show Additional Address in Invoice Toggle to include extra address on invoices

Click Save to update your settings.

Invoice Settings

Currency & Template

Field Required Description
Default Currency Yes Currency for new invoices
Default Invoice Template Yes Template design for new invoices

Invoice Numbering

Field Description
Invoice Number Prefix Text added before invoice number (e.g., "INV-")
Invoice Number Suffix Text added after invoice number
Due Invoice Email Days Before Send reminder X days before due date

Number Formatting

Setting Options Description
Decimal Separator DOT (.) or COMMA (,) Separates decimal places
Thousand Separator DOT (.) or COMMA (,) Separates thousands

Display Options

Setting Description
Currency Position Toggle to show currency symbol after amount
Show Product Descriptions Toggle to display product descriptions on invoices

Payment Gateway

Configure payment providers for online invoice payments.

Supported Providers

Provider Features
Stripe Enter your own keys or connect with Stripe Connect
PayPal Enter your own credentials
Razorpay Enter your keys
Paystack Your own keys or Paystack Connect (Nigeria). Includes subaccount and bank selection.

Stripe Configuration

Manual Mode:

  • API Key
  • Secret Key

Connect Mode:

  • One-click Stripe Connect onboarding
  • Connection status tracking

Paystack Configuration (Nigeria)

Manual Mode:

  • Public Key
  • Secret Key

Connect Mode:

  • Paystack Connect onboarding
  • Nigerian bank selection
  • Subaccount configuration

Currencies

Manage the currencies available for invoicing and transactions.

Add Currency

  1. Click Add Currency.
  2. Complete the currency form.
  3. Save.

Actions

  • Edit currency details
  • Delete currency

Tax Rates

Configure VAT and other tax rates used across invoices, expenses, and purchases.

Add Tax Rate

  1. Click Add Tax Rate.
  2. Enter the tax name, rate, and type (Percentage or Fixed).
  3. Save.

Actions

  • Edit tax rate
  • Set as default
  • Delete tax rate

Payment QR Codes

Generate QR codes that customers can scan to make payments.

Add QR Code

Field Required Description
Title Yes Name for the QR code
QR Image Yes Upload the QR code image

Actions

  • Set as default QR code
  • Edit title/image
  • Delete QR code

Notification Templates

Customise the email, SMS, and in-app notification messages sent to customers and suppliers.

Add Template

  1. Click Add Template.
  2. Select the notification type and event.
  3. Customise the message content.
  4. Save.

Actions

  • Edit template content
  • Delete template

WhatsApp Settings

Connect your WhatsApp Business account for sending invoices and notifications via WhatsApp.

Invoice Customisation

Customise the visual appearance of your invoice templates, including:

  • Logo placement
  • Colour schemes
  • Header/footer content
  • Field visibility
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