To ensure your invoicing and organization data in Keepler are correctly configured, start by visiting the General Settings section. This is the control center where you can:

• Customize invoice appearance
• Set legal and tax details
• Manage banking accounts
• Define document sequences and prefixes
• Personalize default messages on invoices

Whether you're just getting started or updating key company details, this space helps you stay aligned with your brand.

Accessing the Settings Panel

To open your settings, click on the Settings icon located at the bottom-left corner of the main sidebar.

This will launch the Settings Dashboard, where different configuration areas are displayed as cards.

Exploring Settings Cards

Each card in the settings panel represents a specific category. Clicking a card opens a popup, where you can manage that section in detail.

If the content overflows, use the scrollable navigation on the top to jump to the desired section quickly.

Appearance Settings

Customize the look and feel of your invoices and documents to reflect your brand identity.

• Choose a template from our professional designs
• Pick a color palette that suits your brand

Organisation Profile

Add your company’s identity and branding in this section.

• Upload your logo (JPG or PNG, max 1MB)
• Input official business details including your legal name and contact data

These details will appear on all generated invoices and official documents.

Legal Information & Contact Manager

Provide legal identifiers and key contact information.

• Register your tax ID, registration number, or other legal references
• Add a primary contact person for compliance or customer service

Bank Information

Add one or more bank accounts to receive payments.

Each bank entry includes:

• Account holder name
• Currency
• Bank name
• IBAN or Account Number
• SWIFT/BIC code
• Default account toggle

Tax Configuration

Set up your tax rules to ensure compliant invoicing and accurate billing.

In this section, you can:

• Choose your fiscal year start month
• Configure your tax declaration period (monthly, quarterly, annually)

The tax settings you define here will be automatically applied across your invoices, helping you stay aligned with regional tax regulations and simplify reporting.

Additional Notes

Add a default footer message to all outgoing invoices, such as payment instructions, thank-you notes, or terms.

This saves you from typing the same message every time you issue an invoice.

Sequence Number & Prefix

Define how invoice and quote numbers are automatically generated.

You can customize:

• Barcode & Sequence Format
• Document prefix for better organization (e.g., INV-2025-001)

Frequently Asked Questions (FAQs)

Why can't I see all the settings options?

• Some options may be restricted based on your user role or organization permissions
• Try refreshing the page or clearing your browser cache
• Make sure your account is fully activated and has administrative access

Can I change settings later after setup?

Yes, all settings are editable at any time. You can revisit the Settings panel and update:

• Company info and logo
• Legal details
• Bank accounts
• Tax rules
• Invoice design and templates

Changes will take effect immediately and apply to future documents.

How can I reset the invoice number sequence?

• Go to the Sequence Number & Prefix section
• Set a new starting number or prefix (e.g., for a new year)
• Save changes, previous documents remain unaffected

In the next page, we’ll dive into Customer Management, where you’ll learn how to create, edit, and organize clients and collaborators within Keepler.