Settings & your account#

Settings is where you tell Yven how your shop works, so the rest of the app does the right thing by default. The page is split into five tabs – Profile, Account, Invoicing, Integrations, and Data – so related controls stay together.

Profile tab#

Who you are#

Set your name, business name, contact email, and timezone. Your timezone drives when the renewal digest is sent and how dates are shown.

Renewal reminder lead days#

How far ahead the renewals digest warns you, as a comma-separated list of days (e.g. 60, 30, 14, 7, 1).

Appearance#

Choose Auto, Light, or Dark. Auto follows your system’s setting; the other two lock the app to that mode on this device – see appearance.

Invoicing tab#

• Default hourly rate and currency – used unless a client overrides them.
• Default markup % – applied to rebilled services with no client- or service-level markup set.
• Taxes – two configurable tax labels and rates, snapshotted onto each invoice.
• Invoice prefix – the prefix for your invoice numbers (e.g. INV → INV-0042).
• Fiscal year start – which month your fiscal year begins (defaults to January), used for the fiscal year reminder.
• Payment instructions – printed on built-in invoices.
• Whether a shared work log shows logged time is no longer an account setting – it’s a switch on each client’s Overview.

Currency accepts standard ISO-style codes (CAD, USD, EUR…) and stays tolerant of free entry.

Integrations tab#

See your current invoicing mode and switch between built-in, QuickBooks Online, and FreshBooks. Connecting a provider routes new invoices to it; disconnecting returns you to built-in invoicing. Your provider login is treated as a secret – it never appears in the app, logs, or exports.

Where it’s enabled, you can also paste a Slack webhook URL here to get the renewal digest in a channel as well as your inbox – see renewal alerts in Slack.

You can also re-run the onboarding wizard from here.

Data tab#

Exporting#

Take a complete, portable copy of your whole client book as a ZIP containing a JSON bundle plus a spreadsheet-friendly registry CSV. → More on exporting your data.

Importing#

Bring in clients, sites, and services from an existing spreadsheet without retyping anything. Yven walks you through a four-step flow – upload, map columns, preview, then commit. → More on importing your book.

Account tab#

Subscription#

Where platform billing is enabled, view and manage your Yven plan: pause, cancel, or resume your subscription. Plan changes and payment details are handled through the secure checkout – no card details are stored in Yven.

Resuming after a lapsed payment: if your subscription was paused or canceled by you, Resume subscription picks straight back up with your existing card. If it lapsed further – for example a payment kept failing until the subscription was fully canceled – resuming asks you to enter a new card first. Either way your data was never touched; it’s read-only until you resume, not deleted.

Password & account#

Update your password or delete your account. Deleting is permanent and immediate – export your data first if you want to keep it.

Where to next#

• Take a full copy of your book: exporting your data.
• Bring existing data in: importing your book.
• New to Yven? Re-run the onboarding wizard any time from the Integrations tab.