🛰️Settings
Manage your account and streamline your messages and branding.
Settings Overview
You can access your account by clicking on your profile picture on the top right and clicking "Settings". Your settings have a mini menu to access different sections.
Overview
In Overview, you can change your account and business information. You can edit your name and profile photo as well as change your password and email.
In your business section, you can change the company name, title, address, business phone number, email, and website.
Choose your default currency that will be used in your projects and documents by default.
Branding
Click Branding to upload your logo and header. You can also choose your brand color. Pick one of the example colors or enter the hex code of your preferred color. The brand color, logo, and header will be used for invoices and proposals. By uploading them in your settings, you don't have to re-upload the files every time you want to create a branded document. You'll also see a preview of how your color, header, and logo will look together.
Payments
Add your preferred payment method to receive payments. You can connect your Stripe or PayPal account. By connection to Stripe, you can accept payments via credit cards, debit cards, and ACH. Click the "Connect to Stripe" button and follow the steps to add your account or to create a new account. To learn more about Stripe and associateD fees, click here. To connect your PayPal account, enter your PayPal email and click "save". Click here to learn more about PayPal and associated fees. If you prefer to receive the payment through other payment options, enter your payment instructions. This information will be shown on your invoice. Enter the details and click "Update".
Subscription
Manage your subscription to Kosmo. The subscription section will indicate which plan you subscribed to by a blue outline.
You can use Kosmo for free forever. If you'd like to unlock unlimited clients, projects, invoices, contracts, and proposals as well as custom contracts, proposals, and invoices, choose the pro plan. You'll be able to save email messages and receive priority support. Get 2 months free by choosing to pay annually. Learn more about the benefits of a pro membership This is also where you can manage and cancel your plan.
Messages
Save time by adding your email messages for your invoices, contracts, and proposals as well as conditions and notes for invoices. By saving the messages here, you don't have to re-write them for each document.
You can also use variables marked with #symbols to add more personalization to your messages. For example, if you'd like to start the email with "Hello, "Client Name", you can use #recipient_firstname# to show the recipient's first name. Or use #recipient_company# to display the recipient's company. Click the "help" button on your settings page to see all the available variables.
Last updated
