Set up your business settings

Company details, localisation and invoice settings — five minutes that make everything else work.

Everything in Nkapio — invoices, taxes, the calendar, payroll — reads from your business settings. Configure them once, right after your first sign-in.

Step 1 — Open Setup

In the sidebar, scroll to the bottom and click Setup. The settings menu covers your account, company, stores, taxes, discounts, payment types and more.

Step 2 — Fill in your company details

Open Company and complete your legal name, contact details and address. These appear on every invoice, quote and receipt you issue.

The company settings page

Step 3 — Check your localisation

Open Localisation to confirm your timezone, currency and formats. Your calendar, reports and payroll all follow these.

The localisation settings

Step 4 — Configure invoicing

Open Invoice to set your numbering, default due dates and the notes printed at the bottom of each document.

The invoice settings

Tip: also visit Taxes and Payment types in the same menu — they control what your team can pick at checkout.

What’s next