The settings in short

The first time you go through the settings in six steps. What you choose per step is saved; if you stop halfway, “Continue setting up” takes you back to step 1 with your earlier choices still there. Booking only starts once the required choices have been made.

After that, Settings opens an overview with the same six sections. Each section has a badge: “Configured”, “Works, with gaps” (Boekvogel books, but some orders keep waiting) or “Blocking all bookings”. With “Change” you open a section.

The sections

Section	What you choose	Required?
1 · Booking moment	Paid, placed or fulfilled	Yes, paid by default
2 · Document type	External or regular sales invoice	Yes, external by default
3 · Contacts	Per customer or one shared contact	Yes, per customer by default
4 · Ledger accounts	Revenue, shipping costs, tips, payment fees, rounding, gift cards	Only revenue is required
5 · VAT mappings	Which Moneybird rate belongs to which situation	The standard rate yes; the other situations only once you use them, otherwise such an order keeps waiting
6 · Payment methods	A clearing account per payment method	No, but an order with an unmapped payment method keeps waiting

Changing later

Everything can be changed later. A change applies to orders that are not booked yet; what is already in Moneybird stays as it is.