User Profile & Settings

User Profile & Settings

The Settings area allows you to manage your personal information, account security, and how the interface appears to you.

Managing Personal Information

Under the User tab, you can view and update your primary account details:

Account Security

You can update your login credentials at any time in the Change Password section:

Interface Preferences

You can customize the look and language of your workspace through the Preferences menu.

Language Settings

Choose the primary language for your interface:

Theme Selection

Adjust the visual appearance of the application to match your working environment:

Workspace Management

The Workspace settings allow you to control the environments you belong to, manage your team, and update workspace identities.

All Workspaces

This tab provides an overview of every workspace your account is currently associated with.

• Status & Plans: You can see the name of each workspace and its current subscription plan (e.g., "Custom" or "Enterprise").

• Leaving a Workspace: By clicking the three dots (actions menu) next to a workspace, you can select Exit to remove yourself from that environment.

Edit Workspace

This is where you manage the primary identity of your current business environment.

• Changing the Name: Use the Edit Workspace section to update the display name of the workspace.

• Save Changes: Ensure you click the brown Save Changes button after renaming to apply the update across the suite.

Manage Workspace Members

Control who has access to your workspace in this section.

• Member List: View all users, their email addresses, and their assigned roles (e.g., Owner).

• Invite Members: Click the + Invite member button at the top right to add a new person to the team via email.

• Removing Users: To revoke access, click the three dots (actions menu) next to a member's name and select Remove user.

Subscription & Billing

The Subscription area is where you manage your workspace plan, tracking limits, and payment details to ensure uninterrupted access to the Goldilocks Suite.

Plan Overview & Usage

In the Subscription tab, you can monitor your current plan's status and usage limits:

• Active Plan: View your current subscription tier (e.g., "Custom").

• Billing Cycle: Confirm the cost of your plan and the frequency of payments (e.g., "$0.00 / Monthly").

• Usage Trackers: Monitor how much of your plan you have used, including your Invoices, Customers, and Items counts.

• Plan Actions: You can click Change Plan to upgrade or downgrade your service level, or Cancel Subscription if you wish to stop your recurring payments.

Payment Methods

The Billing tab allows you to manage the credit cards or accounts associated with your workspace:

• Saved Methods: View your currently active payment card, including the brand (e.g., Visa), the last four digits, and the expiration date.

• Primary Indicator: Your default payment method will be clearly marked with a "Primary" badge.

• Managing Cards: Click the three dots (actions menu) next to a saved card to remove it from your account.

• Adding New Payments: Click the brown + Add payment method button to securely link a new card for future billing cycles.

Subscription & Billing

The Subscription area is your hub for managing plan access, tracking workspace limits, and handling payments.

Subscription Overview

This tab provides a high-level view of your current standing:

• Active Plan: Displays the name of your current plan (e.g., "Custom").

• Cost Details: Shows the recurring price and billing frequency (e.g., "$0.00 / Monthly").

• Usage Trackers: Three progress bars track your real-time usage for Invoices, Customers, and Items against your plan’s total capacity.

• Management Buttons: * Change Plan: Opens the tier selection menu.

  • Cancel Subscription: Initiates the process to stop recurring payments.

Changing Your Plan

Clicking Change Plan reveals the available subscription tiers:

• Billing Toggle: A switch at the top to toggle between Monthly and Yearly pricing.

• Plan Tiers: Choose between Free, Plus, and Pro.

• Tier Limits: Each column details the specific limits for Invoices, Customers, Items, and Workspace Members.

• Action: Click the brown Choose Plan button under your desired tier to proceed.

Add-ons

The Add-ons tab allows for modular upgrades without changing your full plan:

• Available Features: You can purchase extra Invoices, Customers, Items, or Workspace Members.

• Pricing: Each add-on lists its specific monthly cost.

• Action: Click the brown Buy button next to the relevant feature to initiate the purchase.

Checkout Process

The Checkout page is the final step for any plan change or add-on purchase:

• Back to subscription: A link at the top left to return without purchasing.

• Payment Method: Confirms the card on file that will be charged for the transaction.

• Order Summary: Displays the Subtotal, Tax, and the final Total Amount Due.

• Action: Click the brown Pay & Subscribe button to finalize the order and update your workspace limits.

Company Information

This information will appear on your invoices and statements.

• Logo: Displays your current business logo image.

  • Click the Change Image button to upload a new logo (Max size: 5MB).

  • Click the red X icon to remove the current logo.

• Company Name: A text field to enter your business name.

• Street: A text field to enter your street address.

• Number: A text field to enter your building or unit number.

• ZIP Code: A text field to enter your postal code.

• City: A text field to enter your city.

• State: A text field to enter your state.

• Country: A text field to enter your country.

This address will appear on your invoices as the 'Bill From' information.

• Save: Click the brown button at the bottom left to save your updates.

Invoices Settings

The Invoices tab in your settings allows you to configure the numbering and default terms for your billing documents.

Invoicing Preferences

• Invoice Number Prefix: Enter the text that will appear before every invoice number (e.g., "INV"). The system notes that a prefix like 'INV' will create a number like 'INV-10001'.

• Next Invoice Number: Displays the numerical value that will be assigned to your very next invoice.

• Default Payment Terms: Select the standard deadline for payments from the dropdown menu. Options include:

  • Due on Receipt

  • Net 15

  • Net 30 (currently selected)

  • Net 60

  • Net 90

• Save: Click the brown Save button to apply any changes made to these fields.

Financial

The Financial settings tab allows you to configure your baseline currency and tax rules for all billing operations.

• Default Currency: A dropdown menu to select the primary currency used for generating invoices (e.g., USD - US Dollar).

• Default Tax Rate (%): A text field to enter the standard tax percentage applied automatically to taxable line items.

  • Note: Enter the numeric value directly without the percentage sign (e.g., 8.25 for 8.25%).

• Save: Click the brown button at the bottom left to finalize and apply your default financial configurations.