Setup & Configuration
← All docsConfigure your business details, branding, and plugin settings.
Email Delivery
This tab controls default email behaviour when sending invoices and quotes. Navigate to: My Business → Settings → Email Delivery These controls…
Plugin Config
This tab controls core operational behaviour of the plugin, including locking behaviour, deletion rules, and system-level safeguards. Navigate to: My Business →…
Business Details Setup
This section controls your core company information. These details appear on documents, PDFs, emails, and throughout the plugin. 🧾 Business Settings Tab…
Branding Colour Scheme
This tab controls the visual appearance of your generated PDFs. Navigate to: My Business → Settings → Branding Scheme 🖨 PDF Layout…
Document Settings
This tab controls how invoices and quotes behave, including due terms, tax, currency, and default messages. Navigate to: My Business → Settings…
Proposal Templates
Proposal templates allow you to predefine reusable proposal structures, saving time and ensuring consistency across your documents. Instead of starting from scratch…
Terms of Service
This tab allows you to define standard Terms of Service that can be attached to invoices and quotes as a PDF. Navigate…
Date & Time Formatting
[jiffy] displays dates and times using the format defined in your WordPress settings. This ensures the plugin automatically matches the regional preferences…
Time Zones & Regional Settings
[jiffy] uses the timezone configured in your WordPress settings to determine how dates and times are displayed throughout the plugin. This ensures…