Account & Billing

Account settings overview

This article covers every section in Settings and what each one controls.

Steps

  1. Open Settings, an accordion with "Expand all"/"Collapse all": Business Setup, Pricing & Orders, Appearance, Communications, Billing, Data, Account controls.
  2. Business Setup: Currency, Allergen standards, Recipe categories, Component categories, Tags.
  3. Pricing & Orders: Pricing tiers, Order statuses, Production statuses, Low-stock threshold.
  4. Appearance: seven colour themes, "Hide cost & profit figures", "Hide revenue figures", "Show help tips".
  5. Communications: the marketing-emails toggle ("Send me occasional product updates and tips"), with a last-updated timestamp.
  6. Billing: subscription details, "Manage subscription", and "Refer a friend".
  7. Data: Backup & restore (a JSON export, restore, and a backup-reminder cadence), and Sample data.
  8. Account controls: Reset account data, Delete my account.

What to expect
Allergen handling lives entirely under "Allergen standards" in Business Setup, see "Understanding allergen labels".

Common issues

  • Looking for a single combined status list, Order statuses and Production statuses are two separate lists with different jobs; see "Managing pricing tiers and production statuses".

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