The Settings menu is the control center for your BillEase account. Here you can manage your subscription, customize your branding, and control user access. The menu is divided into five key sections:

1. Subscription #

Manage your billing cycle and plan features.

• Current Plan: View the details of your active subscription.
• Upgrade: Access options to upgrade your account to the Pro Plan to unlock advanced features like Bulk Import, Advanced Analytics, and Custom Branding.

2. AI Credits #

Manage the credits used for the AI Content Generator.

• Purchase Credits: Top up your balance here to continue generating promotional images and marketing copy.

3. Branding #

Customize the look and feel of your documents and dashboard to match your business identity.

• Business Details: Update your display name.
• Logo Setup:
  • BillEase requires a hosted URL for your logo.
  • How to add your logo: Upload your image file to a cloud service (like Dropbox), copy the shareable public link, and paste it into the Business Logo URL field.
• Dashboard Theme:
  • Change the accent colors of your dashboard to match your brand palette.
  • Note: Customizing dashboard colors is an exclusive feature of the Pro Plan.

4. Localization #

Adapt BillEase to specific regional requirements.

• Currency: Set the default currency symbol for your bills and reports (e.g., $, ₹, £).
• Tax Configuration:
  • Tax Label: Define the name of your tax (e.g., GST, VAT, Sales Tax).
  • Tax Rate (%): Set the default percentage to be calculated on bills.

5. User Management #

Control who has access to your system and what they can do. You can add new team members and assign them one of two specific roles:

• Admin: Grants full access to the entire system, including Settings, Reports, Inventory, and User Management.
• User: Grants restricted access. This role is designed for cashier or sales staff; they can access the Billing interface to generate bills but cannot modify settings or view sensitive financial reports.