Settings

To access your account settings, click your initials at the bottom of the left navigation panel and then click Settings.
The following tiles are available.

Tile	Description
Preferences	Set up and modify settings for your AR Automation account.
Company Profile	Shows your company information as it will be displayed to your customers.
Cadences	Rule-based customer communication and automated workflows.
Coupons	These create and manage one-time and ongoing discounts for subscriptions.
Plans	Subscription plans are the basis of all subscriptions for your most common product and service packages.
Items	This is the list of your product and services.
Tax Rates	List of available tax rates.
Invoices	Set default terms, notes number and invoice template.
Late Fees	Automatically computes and applies late fees.
Templates	Creates and manages templates for emails, documents, and quotes.
Custom Fields	These track custom data for customers, invoices, or payments.
Measured units	Track usage data from usage-based items.
Segments	These create smart lists and tags to segment customers, invoices, and other information into groups.
Approvals	Configure approval rules and work flows.