Clearmargin

Configure Settings

Set up organization, team, payments, and other settings.

Steps

  1. 1Go to "Settings" in the sidebar /dashboard/settings.
  2. 2Organization: set business name, logo, address, invoicing defaults, and tax settings.
  3. 3Team: invite members, assign roles, set billable rates.
  4. 4Payments: connect Stripe to accept client payments.
  5. 5Pipeline: configure kanban stages for project workflow.
  6. 6Calendar: connect Google Calendar and configure event colors.
  7. 7Exports: download tax reports in CSV, QuickBooks, or summary format.
  8. 8AI Models: select the default AI model for the assistant.
  9. 9Billing: manage your Clearmargin subscription.

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