Settings Overview
Configure and customize your Bizlync organization to match your business needs.
Accessing Settings
Click the Settings menu at the bottom left of the navigation panel.
Organization Details
Set your business information that appears on invoices and receipts:
- Business Name — Your company name
- Corporate Address — Business location
- Phone Number — Contact number
- Email — Business email
- Currency Symbol — Default currency (e.g., $, €, £)
- Logo URL — Your brand logo
Organization Labels (System-Wide Tags)
Create color-coded labels (tags) specific to your organization. These custom labels can be applied across the entire system:
- Products
- Inventory Items
- Services
- Brands
- Vendors
- Invoices
This ensures powerful internal tracking, filtering, and categorization tailored exactly to how your business operates.
Invoice Customization
Accent Color
Set a primary accent color to match your brand. This appears on invoices and receipts.
Header & Footer Text
Configure custom text:
- Header Text — Appears at the top of invoices
- Footer Notes — E.g., "Thank you for your business! All sales final within 30 days."
Invoice Numbering Rules
Define exactly how your Invoice IDs are generated:
- Custom Prefix — Add a prefix (e.g., "STORE-")
- Numbering Type:
- Secure Random Alphanumeric Keys — Unique, hard-to-guess IDs
- Sequential Numbering — Traditional bookkeeping format
- Next Invoice Number — Control the starting point for sequential numbering
Shipping Label Designer
Bizlync includes a built-in shipping label generator:
- Label Width & Height — E.g., 102mm x 152mm for standard 4x6 labels
- Margins — Adjust printing margins
- Typography Scale Multipliers — Make recipient name larger, return address smaller
- All-Caps Format — Enforce uppercase text
- Custom Delivery Note — Append additional information
Usage Limits & Plans
Keep track of your monthly quotas. Based on your subscription tier, you have set limits for:
- Number of invoices you can generate
- Active expense templates
- Shipping tracking links
The Settings page provides real-time progress bars showing your usage against your plan constraints.
Team Management
Invite staff members to your Organization:
- Enter their email address
- Assign Admin (full access) or Standard (restricted) roles
Admins can access billing and deep settings. Standard users have operational access.
Theme Toggle
Switch between Light Mode and Dark Mode at any time using the theme toggle (moon/sun icon) in the top right corner of the dashboard.