Configuring Business Settings

Overview

Business Settings is where you control how MyApprentice behaves for your business: branding, payment terms, quote validity, invoice reminders, public enquiry form, feature toggles, and integrations.

Who uses this feature

Business Owners and Sole Traders.

When to use this feature

• After you finish your business profile, to set defaults for quoting and invoicing.
• Whenever you want to turn a feature on or off (for example, Inventory or Client Portal).
• When connecting Xero or Stripe.

What you can do with this feature

Business Settings is organised into tabs:

• Business tab — business name, timezone, contact details, ABN, and licences (see Completing Your Business Profile).
• Site tab — sidebar and mobile logo, timesheet entry method (Hours, or Start & End Times), feature toggles, public enquiry form (URL, on/off, Copy URL), and default job and shift to-do templates.
• Sales tab — quote and invoice logo, quote validity period, email reminders for outstanding amounts, payment terms, payment methods, and email or invoice templates.
• Integrations tab — connect Xero and Stripe.
• Subscription tab — manage your plan, seat count, and billing.
• Account tab — manage your own user account, including the option to delete your account. (Dedicated Account tab article: new write-up to be actioned.)

How the feature works

1. From the left sidebar, under ADMIN, select Business Settings.
2. Select the tab you need.
3. Make your changes.
4. Select Save before navigating away.

Some specific settings worth knowing about:

• Quote validity — the default window a quote stays valid is 30 days from quote creation. The value is configurable on the Sales tab and applies to new quotes only.
• Email reminders — MyApprentice can automatically send the client a reminder about unpaid quotes and invoices.
• Payment terms — for example “100% on completion” or “30% deposit, balance on completion”. The default is 100% upon job completion.
• Payment methods — at least one method must be set before you send your first quote. These appear on every invoice.
• Quote and invoice logo — applied to every quote PDF, invoice PDF, and the client-facing portal. This is separate from the sidebar/mobile logo on the Site tab.
• Feature toggles (Site tab) — turn whole modules on or off, for example switching off Inventory if you do not track stock, or switching off Client Portal.
• Default job and shift to-do templates — reusable checklists you can attach to jobs and shifts in one click.

Role-specific notes

• Business Owner / Sole Trader: full access to all tabs.
• All other roles: Business Settings is administered centrally; team members do not change it themselves.

Related workflows

• Completing Your Business Profile
• Reviewing Your Subscription and Billing
• Connecting and Using Xero
• Connecting Stripe for Online Payments
• Capturing Leads with the Public Enquiry Form
• Using the Client Portal

Important notes

• Changes to the default payment term apply across both past and future quote, job, and invoice records. Changes to the logo apply to new documents only — already-sent documents keep their original branding.
• Turning a feature off in the Site tab can hide entire pages — for example, switching off Inventory hides the Inventory page.
• Site tab feature toggles (current full list): Client Portal, Timesheets, Scheduling / Dispatch, Materials / Items / Categories, Inventory, Supplier Invoices, Enquiries, Messages, Job To-Do’s, Shift To-Do’s, AI Functionality, Client Sharing, Evidence Photos. (Xero is connected on the Integrations tab, not a Site-tab feature toggle.)