Knowledge BaseSettings

    Changing your account settings

    Updated on January 27th, 2022

    SalesBinder has a very intuitive Settings area which enables you to finely customize your account to best suit your specific needs.

    To get to the settings area you should see a "Settings" link in the top right corner of your screen when you're logged into your account. If you don't see this link, that means you're currently logged in without Administrative privileges so you don't have access to this area.

    Search Settings

    We offer a great search tool for quickly finding the specific setting you're after and then continuing along with using the system without wasting any time.

    Search Settings

    Settings Overview:

    • Account Setup
      • General Settings
      • CRM & Accounts
      • Currency & Taxes
      • Pricing Tiers
    • Inventory
      • General Settings
      • Units of Measure
      • Barcode Scanning
    • Documents
      • General Settings
      • Logo Setup
      • Invoices
      • Estimates
      • Sales Orders
      • Purchase Orders
      • Packing Lists
      • Stock Transfers
    • Integrations
      • Manage Integrations
      • Integrations Log
    • Subscription
      • Update Credit Card
      • Change Subscription
      • Invoices & Receipts
    Network Status:
    100% Global Availability