Settings — Directory.com.au Pty Ltd

Company name

Logo

D

Type 1–3 initials, or upload a logo image (PNG, JPG or SVG). It appears in the app menu and on your invoices, quotes and statements.

Tax nameThe tax label shown on invoices and quotes — e.g. GST, VAT, Sales Tax. Default is GST.

Tax rate (%)Applied to ticked line items on new invoices (e.g. GST 10%, VAT 20%).

ABN

Phone

Address

Email

Website

Bank

Account name

BSB

Account no.

Default notes & terms on invoices Shown in the Notes & Terms box on every new invoice — you can still edit it per invoice. Leave blank for the built-in default.

Checking Stripe status…

Secret key

Publishable key

Currency

Your secret key is stored on the server only — it is never shown here or sent to your browser. Use test keys (sk_test_…) first, then switch to live.

Add a “Pay now” card link to invoices Shows a secure Stripe payment link on saved invoices, their PDFs and invoice emails so clients can pay by card. Needs your Stripe keys above. (Saved with “Save settings”.)

Send invoices, quotes and reminders from your own email address. For reliable delivery as your domain, use your own SMTP server or Microsoft 365 — the built-in mailer can land in spam when sending as your address.

From name

From email

Sending method

Passwords and client secrets are stored on the server only — never shown here or sent to your browser.

Download a complete copy of all your data — invoices, quotes, clients, items, expenses, payments and settings — as a single JSON file. Keep it somewhere safe.

Change the password you use to sign in to this app.

Current password

New password

Confirm new password

You'll stay signed in on this device; use the new password the next time you sign in.

Your business data is stored on our server, isolated to your account. The Scan and ✨ Generate tools are optional — when you use them, the content is sent to Anthropic (our AI provider) to produce the result; Anthropic doesn't train on it and we don't keep a copy of the AI request. Card payments go to Stripe; uploaded receipts are kept private to your account.

Read the full privacy notice ↗

Add up to 5 users and set what each can do.

Name

Email (their login)

Temporary password

Access level

Owner = full control + manages the team. Admin = everything incl. settings. Staff = day-to-day (invoices, quotes, clients, expenses). Viewer = read-only.