Your business is as unique as you are, and you want it to stand out! That’s why ZipBooks lets you customize your account to your needs, so that your business is reflected in just the right way.

To set your general preferences:

  1. Log in to ZipBooks and select More from the top menu.

  2. Under Account, click on Preferences

  3. In the General Preferences box, choose the Credit Card Processor you’ll be using and the Account currency you do business in. Specify whether you call your business patrons Customers or Clients, and what you call the people who sell to your business.

  4. Manage your Accounting Preferences to add a footer to financial statements, auto confirm transactions, lock books, etc.

  5. Use the toggles to customize your Time Tracking Preferences.

  6. Click Save.


To set specific parameters for your invoices and estimates:

  1. Log in to ZipBooks and select More from the top menu.

  2. Under Account, click on Preferences.

  3. Click the Invoice & estimate preferences tab. 

  4. Add a Default BCC (email) address to receive copies of the invoices you send out, and a Default reply to address where where your customers’ replies to your emails will go.

  5. Specify Logo height and choose an Accent color. 

  6. Choose whether to Attach PDF automatically (by default), or whether you want to Accept Credit Cards or PayPal by default by sliding the buttons to On or Off.

  7. Choose whether or not to Allow invoice overpayment and whether or not to Gather reviews.

  8. Add any Default terms and Default notes that you want to appear on every invoice automatically. Add a Default email subject and what you’d like the Default message to say. Use dynamic variables to customize your message automatically!

  9. Customize Estimates and Receipts

  10. Press Save.

There you have it! 

Note: Some default features are only available on Smarter and Sophisticated plans–click here to upgrade!

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