Table of Contents

App settings

These settings control the general behavior of the app. There are several sections for different parts of the app, described below.

App preferences

These settings affect the whole app.

Order contacts by last name: if checked, contacts are ordered by last name everywhere a contact list is shown. If not, they’re ordered by first name.

Date format: chose either MM/DD/YY or DD/MM/YY.

Paper size: used when creating PDFs, it’s either Letter or A4.

Business information

Your business name, e-mail and address. These are printed on your invoices. The e-mail is also used when sending e-mails, either as the sender or as a recipient for some reports.

Invoice and payment preferences

These settings affect invoices and payments.

Use VAT as tax method: check this box if you collect VAT, leave it blank if you collect Sales Taxes (as used in the USA). Read this post for more details.

Default payment type: the method of payment initially chosen when entering a new payment.

Simplify invoice items: if checked, the line items on invoices only show the service description, quantity and total price. Otherwise, the unit price and adjustments are also included.

Default invoice notes: this text is included in the notes of invoices when they’re created.

E-mail me invoice copies: if checked, your business e-mail defined above is added as a CC when e-mailing invoices to contacts.

PayPal and Venmo links: links to your PayPal and Venmo accounts, if any. Usually, for PayPal it is “<your PayPal name>” and for Venmo it is “<your Venmo name>”.

Schedule preferences

These options define some of the schedule behaviors.

Week starts on Sunday: if checked, the schedule is arranged from Sunday to Saturday. If not, from Monday to Sunday.

Day starts at: the time your schedule starts. The schedule shows times going from your starting hour until midnight.

Default interval between visits: used as the default time between visits, when scheduling horses.


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