Account & Team
Settings overview
Settings has six tabs: Preferences, Account, Company, Pricing, Team, and Billing. Here is what each one covers and which ones need an Admin.
Settings is home for everything that is not an estimate: how the app looks and behaves, your account, your company details, your prices, your team, and your plan. Open it from the account menu. It opens as a window on top of whatever you were doing, so you never lose your place.
The six tabs
Preferences
How Wave looks and behaves for you: theme (Light, Dark, or Auto), your send key, and whether industry codes show by default. See Preferences.
Account
Your personal details: name, email, and password. Each teammate has their own. See Account settings.
Company
Your company name, phone, address, and logo. The logo appears on every exported PDF. See Company info.
Pricing
Admin only. Set your own prices for catalog items and save your own custom line items. See Custom pricing and Your Items.
Team
Admin only. See who is on your team, invite teammates by email, and resend invitations. See Invite a teammate.
Billing
Admin only. Your plan name, renewal date, and invoice history, plus a Manage plan button that opens the billing portal. See Change your plan and Billing history.
Who sees what
- Members see Preferences, Account, and Company.
- Admins see all six tabs.
If you are a Member and need a pricing, team, or billing change, ask an Admin on your team. See User roles.
Saving
Changes save in place. A "Saved" indicator pulses after each successful save, so you know it took.