Customer Profile

Maintenance → Customer Profile shows your customer account's details and lets you manage account-wide invoicing settings.

Accessing Customer Profile

In the sidebar, click Maintenance → Customer Profile.

Header Information

The top of the page shows your Customer ID, Customer name, Email, and Telephone. Click the pencil icon next to the telephone number to open Update Contact Info and change your email or telephone.

Settings Tab

The Settings tab (the default view on this page) controls account-wide invoicing defaults, used by Invoicing & Payments:

Field	Purpose
Invoice Prefix	A short prefix (up to 5 characters) placed in front of every invoice number your account generates
Last Invoice Number	The most recently used invoice number — the next invoice will be one higher than this
Default Tax Rate	The tax rate that pre-fills new invoices. It can still be changed per invoice — for example, for a tax-exempt client

Click Save Settings to apply your changes, or Discard to revert the form to its last-saved values.

Changing the Last Invoice Number

Lowering this value can cause a future invoice number to collide with one that's already in use. Only change it if you understand the consequences — for example, when correcting the counter after a data migration.