Settings

In Conta, you have personal settings for your user and business settings for your business.

Personal settings

You can find personal settings in the top-right menu:

Personal info

Go to Personal info to update your name and email address.

Security settings

Go to Security settings to change your password or active two-factor authentication.

Notifications

Go to Notifications to turn on email notifications for overdue invoices.

My businesses

Go to My businesses to see an overview of your businesses or to add a new business.

Language

Go to Languages to change the language that’s used in the Conta invoicing software. You can currently choose between English and Spanish:

Please note that this doesn’t affect the language on your invoices. This is how to change the language on your invoices.

Business settings

You can find your business settings by clicking on your business name in the top menu, and selecting BUSINESS SETTINGS:

Business info

Go to Business info to update your business information. This will show on your invoices.

Invoice settings

Go to Invoice settings to edit your invoice presets: Whether your invoices should be tax invoices or regular invoices, what the standard payment deadline should be, and the currency and language on your invoices.

You can always turn tax off or on when you’re making an invoice, change the currency and language, or change the payment deadline.

In future, you’ll also be able to remove the Conta logo. 

Users

Go to Users to add more users to your business or to edit or remove the users already added to your business.

Bank accounts

Go to Bank accounts to edit an existing bank account or add a new bank account. The bank account information will appear on your invoices and let your clients know how to pay you.