---
updatedAt: 2025-11-21T17:37:33.000Z
agentTools:
  projectIndex: https://support.bluesnap.com/llms.txt
---

# 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**](/docs/preferences)                                                                          | Set up and modify settings for your AR Automation account.                                               |
| [**Company Profile**](/docs/ar-client-company-profile)                                                        | Shows your company information as it will be displayed to your customers.                                |
| [**Multiple Company Entities**](https://support.bluesnap.com/docs/multiple-company-entities-in-ar-automation) | Lets you handle multiple entities from a single AR Automation account.                                   |
| [**Cadences**](/docs/ar-cadences)                                                                             | Rule-based customer communication and automated workflows.                                               |
| [**Coupons**](/docs/ar-coupons)                                                                               | These create and manage one-time and ongoing discounts for subscriptions.                                |
| [**Plans**](/docs/ar-subscription-plans)                                                                      | Subscription plans are the basis of all subscriptions for your most common product and service packages. |
| [**Items**](/docs/ar-items)                                                                                   | This is the list of your product and services.                                                           |
| [**Tax Rates**](/docs/ar-tax-rates)                                                                           | List of available tax rates.                                                                             |
| [**Invoices**](/docs/ar-invoice-settings)                                                                     | Set default terms, notes number and invoice template.                                                    |
| [**Late Fees**](/docs/ar-late-fees)                                                                           | Automatically computes and applies late fees.                                                            |
| [**Templates**](/docs/ar-templates)                                                                           | Creates and manages templates for emails, documents, and quotes.                                         |
| [**Custom Fields**](/docs/ar-custom-fields)                                                                   | These track custom data for customers, invoices, or payments.                                            |
| [**Measured units**](/docs/ar-metered-billing)                                                                | Track usage data from usage-based items.                                                                 |
| [**Segments**](/docs/ar-segments)                                                                             | These create smart lists and tags to segment customers, invoices, and other information into groups.     |
| [**Approvals**](/docs/ar-approval-rules)<br /><br />                                                          | Configure approval rules and work flows.<br />                                                           |