# BuildRunKit Invoices: Settings ## **BuildRunKit Invoices: Settings (Company Tab)** **[![Screenshot 2026-09-15 122801.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-15-122801.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-122801.png)** The **Invoice Settings** panel allows configuration of core billing parameters, business identification details, invoice styling templates, currencies, and data management options. #### **Navigation Tabs** - **Company**: Selected active tab for primary organization details. - **Invoices**: Tab for invoice configuration and formatting. - **Finances**: Tab for financial parameters and currency settings. - **Import / Export**: Tab for data import and backup utilities. #### **Company Information Card** This information populates the 'Bill From' details across generated invoices and client billing statements. - **Logo**: Image upload control (**Select Image** button) for branding invoices. - **File Limits**: Max size: 5MB. Supported formats: JPG, PNG, GIF, WebP. - **Company Name**: Text field to define the billing entity name (e.g., *My Company*). - **Street**: Text input for the primary street address (e.g., *123 Main St*). - **Number**: Text input for building or suite number (e.g., *20*). - **ZIP Code**: Text input for postal routing (e.g., *90210*). - **City**: Text input for municipality (e.g., *Beverly Hills*). - **State**: Text input for region/state (e.g., *California*). - **Country**: Text input for billing country (e.g., *United States of America*). #### **Header & Action Buttons** - **Save**: Primary blue button to confirm and save updated company settings. ## **BuildRunKit Invoices: Settings (Invoices Tab)** **[![Screenshot 2026-09-15 123120.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-15-123120.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-123120.png)** The **Invoices** tab allows configuration of automatic invoice numbering conventions and default billing terms. #### **Invoice Settings Card** This section controls how newly generated invoices are numbered and formatted: - **Invoice Number Prefix**: Text field to set the standard prefix for invoice identifiers (e.g., `INV` creates `INV-10001`). - **Next Invoice Number**: Text input field setting the starting sequential integer for the upcoming invoice (e.g., `10002`). - **Default Payment Terms**: Dropdown selector to set baseline payment due dates for new invoices (e.g., *Net 30*). #### **Header & Action Buttons** - **Save**: Primary blue button to confirm and apply updated invoice formatting rules. ## **BuildRunKit Invoices: Settings (Finances Tab)** **[![Screenshot 2026-09-15 123254.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-15-123254.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-123254.png)** The **Finances** tab allows configuration of monetary parameters and tax calculations applied across line items and reports. #### **Financial Settings Card** This section controls default currencies and tax rates: - **Default Currency**: Dropdown menu used to set the baseline currency for item prices, invoice totals, and financial reporting (currently showing *USD - US Dollar*). - **Default Tax Rate (%)**: Numeric input field to specify the default percentage applied to taxable items (e.g., `0`, or `8.25` for 8.25%). #### **Header & Action Buttons** - **Save**: Primary blue button to confirm and update financial preferences. ## **BuildRunKit Invoices: Settings (Import / Export Tab)** **[![Screenshot 2026-09-15 123453.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-15-123453.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-123453.png)** The **Import / Export** tab provides data portability tools for downloading system backups or bulk-importing entity records using structured CSV files. #### **Export Invoice Data Card** Allows batch downloading of module records into a single compressed ZIP file containing CSVs: - **Selection Checkboxes**: - **Select All / Deselect All**: Global toggle for all dataset selections. - **Invoices**: Includes invoice records and line items. - **Clients**: Includes customer directory profiles. - **Items**: Includes saved line-item catalog products/services. - **Payments**: Includes logged transaction records. - **Download Data**: Primary blue button to execute the ZIP export. #### **Import Data Card & Import Assistant** Provides guided step-by-step importing of system records via CSV files: - **Upload Files Button**: Opens the **Import Assistant** modal overlay. ## **Import Assistant Modal** **[![Screenshot 2026-09-15 123523.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-15-123523.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-15-123523.png)** - **4-Step Wizard Steps**: 1. **CONTACTS** (Current active step: *Step 1: Bring in your Customers*). 2. **ITEMS**. 3. **INVOICES**. 4. **PAYMENTS**. - **Download Templates**: Action button to download formatted CSV template files. - **File Drag & Drop Area**: Upload box supporting `.csv` files up to 5MB (*Upload CSV* button). - **Customers Template Columns Reference Panel**: Displays required column header formatting rules and data types: - **company**: Optional text (Example: *Acme Corp*). - **position**: Optional text (Example: *Manager*). - **address**: Optional text (Example: *123 Main St, New York, NY*). - **notes**: Optional text (Example: *VIP customer*). - **Close (`x`)**: Discards import progress and returns to the Settings screen.