What this is for

The configuration area is your setup workspace for business identity, invoice defaults, payment settings, service defaults and website lead form behaviour. It is designed to save your preferred defaults once so they are ready when you create quotes, proposals, invoices and public enquiry touchpoints.

This is an account setup and configuration feature. It is not a lead management screen, not a project operations board, and not an invoice list.

Before you start

Have your business identity details ready, plus the payment split and invoice terms you want to use as your default. If you want to include bank transfer details, keep those handy as well.

How to use it

1. Open the configuration area and work through the setup steps in order. The step flow covers Business, Invoice defaults, Payments, Services, Lead form, then Review.
2. In Business, enter your core identity details, including your display name and trading details. Add your logo and set public portal colours if you want your customer-facing pages to match your brand direction.
3. In Invoice defaults, set your standard deposit, progress and final payment split, then confirm GST behaviour and default invoice terms. These values become starting points for new financial documents.
4. In Payments, add or update the bank transfer details you want shown where payment instructions are used. Check these carefully before relying on them in live documents.
5. In Services, review your fence type list and update custom service options so your setup reflects the work you actually quote and deliver.
6. In Lead form, adjust button colours, text colour, font, button shape and success behaviour for your website enquiry form. Use the preview and code area to review what your configured form output will look like.
7. Finish on Review, confirm your key settings, then save to complete setup. You can return to configuration later and adjust any section when your business process changes.

What happens next

Once saved, your configuration values are reused as defaults across relevant Fencify workflows. You can still adjust values on individual records when needed, but the configuration area gives your account a consistent baseline so new quotes, invoice settings and lead form behaviour start from the same standard each time.

Tips

• Review payment percentages together so your deposit, progress and final split stays aligned with your normal contract structure.
• Recheck GST and invoice term defaults before a busy quoting period to keep your outgoing documents consistent.
• Update lead form styling only when needed so your public enquiry experience stays stable for customers.