Workspace Settings

Personalize your dashboard, keep account details in sync, and tune the experience to match your workflow.

Let’s configure Billly together!

Dashboard Preferences

Control what the dashboard shows by default. Changes sync instantly to your profile so Pro and Basic modes stay aligned.

Show “Total Sales” metric Show “Invoices Generated” metric

Default sort order Default date filter Auto refresh invoices

Keep everything tidy. Refresh pulls the latest invoices from Supabase; clearing filters resets dashboard search and date filters.

These details power every template. Updates sync to the server and keep your initial setup, Basic Mode, and Pro Mode aligned.

Saving these details keeps Initial Setup and every template in sync automatically.

Company name

GST number

Contact number

Email address

Company address

Account holder name

Bank name

Branch name

IFSC code

Account number

Confirm account number

Preferred method

UPI ID

Payment due (days)

Late fee (%)

Payment terms & notes

Tune colors, enable accessibility preferences, and keep your legal links up to date.

High contrast mode Reduce motion & animations

Keep policy links updated so every template shares the latest information.

Need help? Reach our support team at team.billly@gmail.com.