The short version
Settings is one page with nine tabs, arranged in three groups. Several things people go looking for in Settings are not there on the web, because they are big enough to be their own screen in the sidebar. That difference is the single most common reason someone says they cannot find something.
The nine tabs
Account is about you, the person, and applies wherever you are signed in.
Profile: your name, your email, your password, and the newsletter opt-in.Security: two-factor authentication, your backup codes, the list of active sessions and the login history. Revoking a session is here.Danger Zone: deleting a company, and deleting your account.
Company is about the company you have selected in the switcher, and changes here affect everyone in it.
Details: company name, legal form, country, address, VAT ID or tax number. The Data Export panel is also on this tab, at the bottom.Members: teammates and their roles, pending invitations, and the separate Invite Tax Advisor card.
Invoicing covers what appears on the invoices you send.
Branding: logo, colours, bank details and the footer of your outgoing invoices.Tax settings: your VAT scheme and the defaults used when an invoice is created.Number sequences: the numbering of your outgoing invoices. See invoice numbering sequences.Articles: your reusable products and services. See products and the article catalog.
What is not in Settings on the web
These are entries in the left sidebar, not tabs:
| You are looking for | It is here |
|---|---|
| Plan, invoices, payment method | Billing |
| Connected inboxes, forwarding address, activity log | Email Import |
| Bank connections and statement imports | Banking |
| Referral codes, commissions, payouts | Affiliates |
Each of them is a full screen with its own tabs, which is why they are not folded into a settings page.
Mobile is shaped the other way round
The mobile app has no sidebar. Almost everything lives under Settings, and several rows have different names there:
| Web | Mobile |
|---|---|
Billing in the sidebar |
Settings → Billing & Plan |
Email Import in the sidebar |
Settings → Email Accounts |
Banking in the sidebar |
Settings → Banking |
Affiliates in the sidebar |
Settings → Affiliates |
Settings → Details |
Settings → Company |
Settings → Members |
Settings → Team |
If a set of steps somewhere sends you to a tab you cannot find, check which of the two you are on first. It is usually that.
Who sees what
Settings shows the tabs your role allows. A company owner sees all nine. Other roles keep the Account group in full, because it is about them, and see less of the Company and Invoicing groups. A tab you cannot see is not hidden by a bug; it is a permission. See companies, users, and roles.
The same applies in the sidebar: Billing and Affiliates are owner territory, and a teammate who cannot see them is not missing an update.
Common questions
I changed a setting and nothing happened. Check the company switcher at the top. The Company and Invoicing groups apply to the selected company, so on a multi-company account it is easy to edit the wrong one.
Where do I export everything? Settings → Details, the Data Export panel at the bottom. It covers documents, invoices and transactions. See export your records for year-end.
Where do I invite my accountant? Settings → Members, the Invite Tax Advisor card, which is separate from the normal teammate invite. See invite your tax advisor.
Where do I delete my account? Settings → Danger Zone. Deleting a company and deleting your account are two different actions on that tab. See delete your account and export your data.