Configuring Your Organisation

Access your organisation settings from the org selector dropdown at the top of the sidebar → Organisation Settings.

General Settings

Setting	Description
Organisation Name	Your club or organisation's display name
Logo	Upload your logo (appears on invoices, portal, and branding)
Currency	The currency symbol used throughout the app (default: ZAR)
Timezone	Your local timezone for date displays
Show Branding	Toggle whether your logo appears in the member portal

Invoicing Settings

Setting	Description
Invoice Prefix	The prefix for invoice numbers (e.g., "INV", "CV")
Next Invoice Number	The next sequential number to be used
Invoice Details	Your organisation's bank/payment details that appear at the bottom of invoices (bank name, account number, branch code, etc.)

Custom Data Fields

Define custom fields that appear on member and customer profiles:

Member Fields Schema

Define fields specific to members. Examples: - "Membership Tier" (Dropdown: Gold, Silver, Bronze) - "Year Joined" (Text) - "Has Paid Joining Fee" (Boolean) - "Committees" (Multi-Select: Finance, Social, Disciplinary)

Customer Fields Schema

Define fields specific to customers (external parties you invoice).

Required Document Types

Define document types that members should submit (e.g., "ID Copy", "Proof of Address"). These appear on member profiles for tracking.

Billing & Subscription

Access from the org selector dropdown → Billing & Subscription.

This page shows: - Your current subscription plan and its limits - Usage statistics (members, transactions, team members, etc.) - Option to manage your subscription through the billing portal

Subscription Plans

Plan	Members	Transactions	Team	Customers
Seed (Free)	10	50	1	0
Roots	100	500	3	20
Branch	2,000	20,000	15	200
The Circle	Unlimited	Unlimited	Unlimited	Unlimited

Higher-tier plans also unlock features like email invoice sending, CSV exports, custom branding, and API access.