Account Settings

Account Settings Overview

Your account settings control how your business appears on invoices and quotes, how tax is handled, and how you accept payments. You can access account settings from the sidebar at any time.

Editing Business Details

Keep your business information up to date so it appears correctly on all outgoing documents:

Business name — your company or trading name as you want it to appear on invoices and quotes.
Billing email — the email address shown on invoices for payment queries.
Phone number — a contact number for your business.
Address — your business address, displayed on invoices and quotes.

VAT Number

Your VAT Number field appears on customer invoices. All accounts use GBP. UK VAT is applied at 20% when you've set a VAT number on the account; otherwise no VAT is added. The rate is not currently configurable.

If you do not enter a VAT Number, invoices and quotes will be created without tax. You can add your VAT Number at any time and it will apply to documents created from that point onwards.

Company Registration Number

If your business has a company registration number (for example, a Companies House number in the UK), you can enter it here. It will be displayed on your invoices and quotes alongside your other business details.

Uploading a Logo

Upload your company logo to give your invoices and quotes a professional appearance. Your logo will be displayed in the header of every invoice and quote you generate.

To upload or change your logo:

Go to Account Settings.
Click the logo upload area or the Change Logo button.
Select a PNG or JPEG image file from your device.
Save your settings.

Logos must be PNG or JPEG, at least 100×40 pixels and no larger than 800×400 pixels, with a file size of 1 MB or less. For best results, use a PNG with a transparent background sized within those limits.

Default Invoice Payment Terms

Set a default payment term that will be applied to new invoices automatically. This determines the due date based on the invoice date. For example, setting a 14-day payment term means each new invoice will be due 14 days after it is issued.

You can override the payment terms on individual invoices if needed.

Bank Details for Invoices

If you want your bank details to appear on invoices so customers can pay by bank transfer, enter the following:

Account name — the name on your bank account.
Sort code — your bank sort code (or equivalent routing number).
Account number — your bank account number.

These details will be printed on every invoice you send, making it easy for customers to pay you directly.

Enabling Stripe for Online Payments

CallOut WMS integrates with Stripe to let your customers pay invoices online by card. To enable this:

Go to Account Settings and find the Payment section.
Enter your Stripe Publishable Key and Secret Key. You can find these in your Stripe dashboard under API keys.
Save your settings.

Once configured, invoices you send will include a payment link. When a customer clicks the link, they can enter their card details and pay securely through Stripe. The payment will be recorded automatically in CallOut WMS.

Keep your Stripe Secret Key confidential. Do not share it with anyone outside your organisation. If you suspect it has been compromised, regenerate it in your Stripe dashboard immediately.

Changing Your Password

Change Password is on its own page — open it from the sidebar (or your user menu). To change your password:

Open Change Password from the sidebar or your user menu.
Enter your current password and your new password.
Click Save to update your password.

Choose a strong password that combines letters, numbers, and symbols for the best security.

Other Account Features

Account Settings is also the jumping-off point for your subscription and billing, accounting integrations, data export, and account deletion — see the dedicated pages for each.

Account Settings