Settings & Customization

Settings & Customization

Settings is where you manage your company profile, branding, subscription plan, and account privacy options.

Open Settings from the sidebar.

Settings tabs

Tab	What it covers
Profile	Company name, address, email, phone, VAT/tax ID, bank details (IBAN/BIC), country or jurisdiction
Customization	Logo, invoice templates, invoice numbering, email templates, Effi Agent
Integrations	Connect external AI tools — see MCP
Subscription	Current plan, usage, AI credit balance, billing and upgrade options
Account & Privacy	Export your data, consent history, account deletion

Customization sections

Under Settings → Customization:

Section	What you can change
Invoice Templates	Choose an invoice design (availability depends on plan)
Invoice Numbering	Custom number format (Pro)
Logo	Upload your company logo for invoices
Email Templates	Edit subject and body for invoice and reminder emails
Effi Agent	How Effi behaves for your workspace (where shown in Settings)

Typical workflows

Update company details on invoices

1. Go to Settings → Profile
2. Click Edit
3. Update company name, address, contact details, or bank information
4. Save — changes apply to new invoices

Use the tax and bank fields when you need VAT/tax ID or payment details on invoices:

Upload your logo

1. Go to Settings → Customization → Logo
2. Upload a PNG or JPG image
3. Save — your logo appears on invoices

Choose an invoice template

1. Go to Settings → Customization → Invoice Templates
2. Select a template
3. Preview and save

On Pro, you can configure a custom template when that option is available:

Edit email templates

1. Go to Settings → Customization → Email
2. Select the template type (for example invoice sent or payment reminder)
3. Edit the subject and body text
4. Save — future emails use the updated template

Plain-text email editing:

HTML email templates (where your plan allows):

Set custom invoice numbering (Pro)

1. Go to Settings → Customization → Invoice Numbering
2. Enter your preferred format
3. Save — new invoices use this numbering scheme

Check plan usage and credits

1. Go to Settings → Subscription
2. Review usage for invoices, expenses, and emails
3. Check AI credit balance and when credits refresh next

Export your data

1. Go to Settings → Account & Privacy
2. Use Export Your Data to download a ZIP of your workspace data

Notes

• Profile is for your company details used on invoices, not a personal social profile
• Template and numbering changes apply to new invoices only
• Email template changes apply to future sends only
• Workspace deletion includes a grace period before permanent removal

Related

• MCP — connect ChatGPT, Claude, Cursor, and similar tools
• Invoices — templates and sending
• Getting Started — finding your way around