Settings

Configure Agency OS AI to match your business requirements.

General Settings

Navigate to Agency OS → Settings → General

Company Information

Setting Description
Company Name Your business name for invoices
Company Address Business address for invoices
Company Logo Logo for invoice PDF and portal
Tax ID Tax identification number

Regional Settings

Setting Description
Currency Default currency (USD, EUR, GBP, etc.)
Date Format How dates are displayed
Timezone Timezone for time tracking
First Day of Week Monday or Sunday

SMTP Settings

Configure email delivery in Agency OS → Settings → SMTP

See the SMTP Setup guide for detailed configuration.

Invoice Settings

Configure billing in Agency OS → Settings → Invoices

Setting Description
Invoice Prefix Prefix for invoice numbers (e.g., INV-)
Starting Number First invoice number
Default Due Days Days until payment due
Default Tax Rate Default tax percentage
Payment Terms Payment terms text

Portal Settings

Configure client portal in Agency OS → Settings → Portal

See the Client Portal guide for details.

API Settings

Configure API access in Agency OS → Settings → API

Setting Description
Enable REST API Turn API on/off
API Key Generate API keys
Rate Limiting API request limits

Webhook Settings

Configure webhooks in Agency OS → Settings → Webhooks

See the Webhooks guide for details.

Notification Settings

Configure email notifications in Agency OS → Settings → Notifications

Notification Description
New Client Email when client created
New Project Email when project created
Invoice Created Email when invoice created
Invoice Paid Email when payment received
New Ticket Email when ticket submitted
Task Assigned Email when task assigned

Data Management

Action Description
Export Data Export all data as JSON/CSV
Import Data Import from backup
Clear Cache Clear cached data
Reset Settings Reset to defaults
Warning: Resetting settings will restore all options to default values. Your data (clients, projects, invoices) will not be affected.

Related Documentation