PayPolka

Account Settings

Settings is where you set up how your business appears on documents and emails, who can log in, and how invoices are numbered. Settings is account-wide and admin-only — operators won’t see it. Your own personal account (email, password, sign-in security) lives on a separate Profile page that everyone can reach.

Settings is organized into tabs across the top: Business, Documents, Payments, Price Book, Team, and Account.

Business

Your business identity and how it appears on everything clients see.

  • Business profile — Used as the “from” block on invoices and estimates, and as the reply-to address on the emails you send clients. Fields include business name, email, phone, website, and address. Only the business name is required; everything else is optional. Changing your business name does not change your web address (URL slug).
  • Branding — Upload your logo. It appears on invoices, estimates, the public payment page, and your emails. PNG or JPEG, 1 MB max; around 240 × 64 pixels works well. If you remove the logo, documents fall back to showing your business name until you upload a new one.

Documents

Controls how your invoices and estimates are numbered and your published terms.

  • Invoicing — Set an optional invoice number prefix (1–6 uppercase letters or digits). Invoices are then numbered like INV-ACME01, INV-ACME02, and so on.
  • Estimates — Set an optional estimate number prefix (same format, e.g. EST-Q01) and a default validity (days) — how long a new estimate stays good for before it expires. You can change validity on an individual estimate, too.
  • Terms / engagement letter — A free-text page for your terms and conditions, an engagement letter, ground rules, or anything similar. Give it a Title and a Body (Markdown is supported — headings, bold, bullet lists). When published, it gets its own public link (a /terms page) you can share, and the acceptance language on your estimates and invoices references it.

Payments

Payment Methods, Stripe, and reminders live on this tab. The full walkthrough is in Payments & Stripe setup, but in short:

  • Payment Methods — Choose the default payment options offered on new invoices (credit card, ACH/bank transfer, Cash App Pay, cash/check), enter cash/check instructions, and decide whether to pass processing fees to clients.
  • Stripe — Connect your own Stripe account so card, ACH, and Cash App Pay can be collected.
  • Payment Reminders — Turn automatic email reminders for unpaid invoices on or off, and set the reminder schedule (in days). This is a master switch; per-client and per-invoice toggles still apply on top of it.

See Payments & Stripe setup for the details.

Price Book

Your reusable labor rates and catalog items (packaged products, materials, fees, travel, and services) live here so you can drop them into estimates and invoices quickly. See Labor rates & catalog.

Team

Invite the people who work with you. Your plan includes up to 3 users total.

  • The tab shows how many seats are used out of your limit.
  • Invite a user by entering their email and choosing a role. They receive an invitation and appear as a Pending invite until they accept. Pending invites count toward your 3-user cap.
  • Roles:
    • Admin — can manage Settings and the team, and use everything else.
    • Operator — can use everything in the app except Settings and team management.
  • Change a role or remove a user inline at any time. If you’re at your limit, remove someone before inviting another person.

Account

The Account tab holds your subscription and account-level security.

  • Subscription — Shows your current plan and status, your subscription ID, and when the current period ends. (Beta is $5/month, moving to $9/month standard after beta. A card is required; there’s no free trial, and there’s a 14-day refund window.)
  • Security — Manage two-factor authentication for the account here. When on, a code is required at sign-in. Turning it on or off asks you to confirm your password.

Your Profile page (personal, not admin-only)

Separate from account Settings, every user has a Profile page for their own login. Here you can:

  • Change your email — Enter a new email and your current password, then click Send verification link. Your current email keeps working until you click the link sent to the new inbox. A pending change can be cancelled.
  • Change your password — Enter your current password and a new one (minimum 12 characters). Updating your password signs you out of all your other devices.
  • Two-factor — Turn on a sign-in code emailed to you. Recommended.
  • Active sessions — See where you’re signed in and use Sign out other devices to end every session except the one you’re using now.

Next: Payments & Stripe setup · Getting paid