Account Settings

Overview

Account Settings is where you configure everything about how ReliefBooks works for your business. You'll find several sections, each covering a different aspect of your setup.

Professional Identity

Set your profession (e.g., Registered Nurse, Physical Therapist), country, and specializations. This determines which credential types appear on your Credentials page, so the app shows you requirements relevant to your practice area.

Business Information

Enter your business name, address, phone number, and email. This information appears on invoices you send to facilities, so make sure it's accurate and up to date.

Taxes

Enable and configure the tax types relevant to your jurisdiction. Set up tax definitions that determine how your expenses and income are categorized for tax reporting. See Taxes for details on how this data feeds into your tax summary.

Billing Defaults

Set your default payment terms, invoice numbering format, and other invoicing preferences. These defaults are applied automatically when you create new invoices, saving you from configuring the same options each time.

Invoice Branding

Upload your business logo and choose colors for your invoice appearance. This branding appears on all invoices you send, giving your documents a professional, consistent look.

Email Templates

Customize the default email message used when emailing invoices to facilities. You can personalize the subject line and body text so each invoice email matches your communication style.

Payment Methods

Set up your payment accounts (e.g., bank accounts) so you can track which account receives each payment. When recording a payment against an invoice, you'll select from the payment methods configured here.

Expenses

Manage expense categories and vendors. ReliefBooks comes with common categories, but you can add custom ones to match your specific business needs. See Expenses for more on tracking your spending.

Mileage

Set your home address for distance calculations and configure the mileage reimbursement rate. The rate defaults to the current IRS standard rate, but you can adjust it if your arrangement differs. ReliefBooks uses your home address to calculate distances to facilities automatically.

Terminology

Customize the terms used throughout the app to match your practice. Change "Facility" to "Clinic", "Office", or "Location". Change "Client" to "Patient" or whatever fits your workflow. These changes apply everywhere in the app, making ReliefBooks feel tailored to the way you work.