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Account Setup

Complete your account setup to get the most out of PayTrack.

Profile Settings

Section titled “Profile Settings”

Basic Information

Section titled “Basic Information”

Navigate to Settings → Profile to update:

  • Full Name - Your display name
  • Email - Your account email (can be changed in Security)
  • Company/Business - Your business name
  • Website - Your website URL
  • Location - Your location
  • Timezone - Important for deadline tracking
  • Bio - Brief description about yourself

Profile Photo

Section titled “Profile Photo”

Profile photo upload is coming soon. For now, your initials will be displayed.

Notification Preferences

Section titled “Notification Preferences”

Go to Settings → Notifications to configure:

  • Email Notifications - Master toggle for all email notifications
  • Project Deadlines - Alerts for upcoming deadlines
  • Payment Reminders - Notifications for overdue invoices
  • Client Messages - New messages from clients
  • Weekly Reports - Business performance summaries
  • Marketing Emails - Product updates and tips

Invoice Settings

Section titled “Invoice Settings”

Configure default invoice settings in Settings → Billing:

  • Invoice Prefix - Text prepended to invoice numbers (e.g., “INV”, “PT-2025-”)
  • Next Invoice Number - Starting sequence number
  • Default Payment Terms - Days until payment is due (15, 30, 45, or 60)
  • Late Fee - Percentage added to overdue invoices
  • Default Tax Rate - Default tax percentage

Security Settings

Section titled “Security Settings”

Manage your account security in Settings → Security:

  • Change Password - Update your account password
  • Change Email - Update your email address (requires verification)
  • Connected Accounts - Manage Google OAuth connection
  • Delete Account - Permanently delete your account

Monthly Goal

Section titled “Monthly Goal”

Set a monthly revenue goal in Settings → Profile:

  1. Enter your target monthly revenue amount
  2. Track your progress on the dashboard
  3. Update as your business grows

Subscription & Billing

Section titled “Subscription & Billing”

View and manage your subscription in Settings → Billing:

  • Current Plan - See your active plan (Free, Pro, or Team)
  • Manage Subscription - Upgrade, downgrade, or cancel
  • Stripe Connect - Connect your Stripe account for payments

Best Practices

Section titled “Best Practices”
  • Set your timezone correctly for accurate deadline tracking
  • Enable email notifications for important events
  • Configure invoice settings before creating your first invoice
  • Set a realistic monthly goal to track progress
  • Keep your profile information up to date

Need Help?

Section titled “Need Help?”