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General Settings

Overview

The General Settings section contains organization-wide configuration options for your iBill.io system. Proper setup ensures your business runs smoothly and securely.

What You Can Configure

  • Company name, address, and contact details
  • Default language and time zone
  • Branding (logo, colors)
  • System-wide notification preferences
  • Tax and compliance settings

Step-by-Step: Updating General Settings

  1. Navigate to Setup > General Settings in the main menu.
  2. Review your current organization details and settings.
  3. Click Edit to update any field.
  4. Save your changes.

Best Practice: Review general settings after major business changes (e.g., address, branding, tax rates).

Troubleshooting

  • If you cannot update a setting, check your permissions or contact your administrator.
  • For branding issues, ensure logo files meet the required format and size.

For account-specific settings, see the Account Settings section.