Reneva
Settings contains the configuration you use every day. Its menu has Customizations, Email and alerts, Plan management and General.
Customizations
Customizations contains categories, recurrences, client types, tags, colours and custom fields. They keep choices consistent across records and documents.
Email and alerts
Email and alerts contains your alerts, client emails, document texts and sending settings.
Plan management
Plan management shows the plan assigned to the installation and the current month's usage.
At the top of the Invoices panel (Choose billing company) the Admin chooses one of their companies for the plan, add-on purchases and future renewals. Reneva uses the details in its company record, which you can open from the company name. Switching the company you are working in does not change this choice.
You can choose a company before billing is available. Before paying, complete the required details in the company record and wait for the update to be confirmed. Purchases already confirmed and issued invoices keep their original recipient.
General
General groups administrative settings:
- Companies and users — company data, people and roles.
- Payment methods — how you collect money and what appears on documents.
- Document issuing — Reneva documents, imported history and SdI sending.
- Appearance — PDF and email style of documents.
- Modules — sections enabled for the company.
- AI — the assistant and external connections.
- Developers — keys for the REST API and, below, webhooks to other programs.
- Integrations — connections with other external tools.
Administrative entries are visible only to the Admin role. Each company's configuration stays separate from the others.