Account Settings
Customize your account, manage security, set up branding, and configure your preferences.
Getting Started
Your account settings control everything about how Freelance Trackr works for you. Take a few minutes to personalize your experience and ensure your account is secure.
💡 Quick Access
Access your settings anytime by clicking your profile icon in the top-right corner, then selecting "Settings".
📸 Image: Settings page overview
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Profile Information
Your profile information appears on your invoices and in communications with clients. Keep it up to date!
📸 Image: Profile information form
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Profile Fields:
Full Name
Your name as it appears on invoices and emails
Email Address
Your primary email for login and notifications
Business Name
Optional: Your company or freelance business name
Phone Number
Contact number shown on invoices
Address
Your business address for invoices
Tax ID / VAT Number
Optional: For tax compliance on invoices
Important: Changes to your profile information will apply to all new invoices. Existing invoices will keep their original information.
How to Update Profile:
- 1. Go to Settings → Profile
- 2. Edit any field you want to update
- 3. Click "Save Changes"
- 4. Your changes are applied immediately
Security Settings
Protect your account with strong security practices. Your financial data deserves the best protection.
📸 Image: Security settings page
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🔒 Security Best Practices
- ✓ Use a unique password (not used on other sites)
- ✓ Make it at least 12 characters long
- ✓ Include uppercase, lowercase, numbers, and symbols
- ✓ Change your password every 3-6 months
- ✓ Never share your password with anyone
Changing Your Password:
- 1. Go to Settings → Security
- 2. Click "Change Password"
- 3. Enter your current password
- 4. Enter your new password twice
- 5. Click "Update Password"
Changing Your Email:
- 1. Go to Settings → Security
- 2. Click "Change Email"
- 3. Enter your new email address
- 4. Enter your current password to confirm
- 5. Verify the new email via the link we send
Forgot Your Password? Use the "Forgot Password" link on the login page to reset it via email.
Account Activity:
Monitor your account for suspicious activity:
- • View recent login history
- • See devices you've logged in from
- • Log out of all other sessions remotely
Branding & Logo
Make your invoices truly yours by adding your logo and customizing colors.
📸 Image: Branding settings with logo upload
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💎 Premium Feature
Custom branding is available on Supporter and Champion plans. Upgrade to remove the Freelance Trackr branding and add your logo!
Uploading Your Logo:
- 1. Go to Settings → Branding
- 2. Click "Upload Logo"
- 3. Select your logo file (PNG, JPG, or SVG)
- 4. Crop/resize if needed
- 5. Click "Save"
Logo Requirements:
- Formats: PNG (recommended), JPG, SVG
- Dimensions: 500x500px minimum, square or landscape
- File Size: Maximum 5MB
- Background: Transparent PNG works best
Color Customization:
Premium users can also customize:
- • Primary brand color (used in headers)
- • Accent color (used for buttons and highlights)
- • Text color preferences
Notification Preferences
Control which emails and notifications you receive. Stay informed without being overwhelmed.
📸 Image: Notification settings toggles
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Notification Types:
Invoice Activity
When invoices are viewed, paid, or become overdue
Payment Notifications
When payments are recorded or partial payments received
Subscription Updates
Billing reminders, payment confirmations, plan changes
Product Updates
New features, improvements, and announcements
Marketing Emails
Tips, best practices, and occasional promotions
💡 Recommended Settings
We recommend keeping these notifications ON:
- ✓ Invoice viewed notifications
- ✓ Payment received notifications
- ✓ Overdue invoice reminders
- ✓ Subscription billing notifications
How to Change Preferences:
- 1. Go to Settings → Notifications
- 2. Toggle each notification type ON or OFF
- 3. Changes save automatically
General Preferences
Customize how Freelance Trackr works for you with these additional settings.
Currency & Formatting:
- Currency: Choose your default currency (USD, EUR, GBP, etc.)
- Date Format: MM/DD/YYYY vs DD/MM/YYYY
- Timezone: For accurate timestamps on invoices
Invoice Defaults:
- Default Template: Choose which template loads by default
- Payment Terms: Set default payment terms (Net 15, 30, etc.)
- Tax Rate: Set your default tax rate
- Notes: Add standard notes that appear on all invoices
Data Export:
Download your data anytime:
- • Export all invoices as CSV
- • Export client list
- • Export payment history
⚠️ Account Deletion
Need to delete your account? You can do so from Settings → Account → Delete Account.
Warning: This action is permanent and cannot be undone. All your data will be permanently deleted.
Next Steps
Explore more guides to get the most out of Freelance Trackr:
Need help with your account?
Contact Support