Onboarding and Configuration
Setup guides for business details, quote defaults, invoice defaults, branding, lead forms and payment settings.
Manage business profile details
Set the name and business contact details Fencify uses as your trading identity on client-facing documents.
Understand configuration
Understand the Fencify configuration area, including business setup, invoice defaults, payment settings, service options and lead form behaviour.
Add logo and brand settings
Set your Fencify business logo and brand colours for public portal screens, proposal presentation and document previews.
Configure GST and tax settings
Configure GST registration status, tax-related billing identity details, and invoice defaults used in quote and invoice totals.
Manage quote defaults
Manage account level quote defaults so new quotes, proposal terms, and invoice style payment notes start with consistent commercial settings.
Manage invoice defaults
Manage invoice defaults in Configuration so new invoices and related quote payment wording start from consistent terms, GST settings, and client instructions.
Configure public portal branding
Configure public portal branding in Fencify by setting your logo and portal colour palette for client-facing proposals and project portal pages.
Configure lead form styling
Configure lead form styling in Fencify by updating your website embed settings, previewing the form design, and saving the submission behaviour that suits your enquiry flow.
Set payment structure defaults
Set payment structure defaults in Configuration to control deposit, progress claim, and final payment percentages, then preview staged amounts before saving.
Manage bank transfer details
Manage bank transfer details in Configuration so invoices and proposal bank deposit prompts show the correct account name, BSB, account number, and payment reference behaviour.
Manage custom lead fence types
Use the Services step in Configuration to manage custom lead fence types, keep your service list current, and make lead capture details easier to review and quote.
Review Stripe Connect settings
Review Stripe Connect settings from Configuration and Integrations so your account is ready for online card payments and routine status checks.