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Start from the Settings directory
The Settings page groups destinations by organization setup, business tools, and compliance. Open it from the settings control in the application top bar.
Settings and Payments settings are different
Find the setting you need
Use these links to open the matching destination directly. Your role determines which cards are visible inside the application.
Organization settings
Organization
Organization settings
Users
Organization settings
Billing
Business settings
Communications
Business settings
Calendar
Business settings
Payments
Business settings
Templates
Compliance and activity
Fiscal devices
Compliance and activity
Audit logs
Complete your organization setup
Organization settings are the source of the business details used throughout the workspace and on customer documents.
- 1
Add organization details
Open Organization and complete the business name, email, phone, website, industry, and team size fields that apply to your workspace.SettingsOrganizationOrganization Details - 2
Review costing and tax identifiers
Choose the product costing method, decide whether cost prices are enforced, and add the VAT, registration, and TIN values your business uses. - 3
Add organization addresses
Add each business location, choose one primary address, and enable Show on invoices for any additional address that should appear on customer documents.SettingsOrganizationOrganization Addresses - 4
Upload the organization logo
Upload the logo customers should see with your business identity and generated documents.SettingsOrganizationOrganization Logo - 5
Add reusable business documents
Upload and describe tax-clearance, PRAZ, CR14, CR6, memorandum, articles, or constitution documents that may be attached when sending an invoice or quotation.SettingsOrganizationOrganization Documents - 6
Configure exchange rates
Add the USD-to-currency rates needed before using another currency on invoices, quotations, products, or dashboard values.SettingsOrganizationCurrency Exchange Rates
Customer documents use selected organization details
Separate payment details from gateway credentials
Three payment-related settings surfaces control different parts of the customer payment experience.
Customer-facing details
Payment Details
Document defaults
Invoice settings
Online payment configuration
Payment gateways
Currency conversion
Exchange rates
Show on invoices is explicit
Configure communication channels
Communication Channels controls which email, SMS, and WhatsApp providers your organization can use for conversations and document delivery.
- 1
Open Communication Channels
Go to Communications to review existing channels or add one.SettingsCommunications - 2
Choose the channel type and provider
Select Email, SMS, or WhatsApp, then choose the provider supported by that channel and complete the displayed credentials. - 3
Set channel behavior
Give the channel a recognizable name, review retry settings, and decide whether it should be the default for its type. - 4
Save and verify the workflow
After saving, use the relevant conversation, invoice, or quotation flow to confirm that the channel is available.
Manage users and billing
Organization access and the LaniTech subscription are managed on separate settings pages.
Configure calendar and compliance tools
Use the remaining settings destinations for scheduling connections, document templates, fiscal devices, and account history.
- Calendar manages event notifications and Google Calendar connections.
- Templates controls the document designs available to invoices and quotations.
- Fiscal devices manages the devices used for fiscal transactions.
- Audit logs shows recorded sign-ins and organization changes.
Access and permissions
The Settings directory only shows destinations available to the current role.
Ask an administrator when a setting is missing