Account Settings

Configure your account, farm profile, and business preferences.

Accessing Settings

Access your settings from anywhere in Terrace:

1

Click your profile icon in the top right corner

2

Select Settings from the dropdown

Profile Settings

Your personal account information:

Basic Information

  • - Name
  • - Email address
  • - Phone number
  • - Profile photo

Security

  • - Change password
  • - Two-factor authentication (coming soon)

Notifications

  • - Email notification preferences
  • - SMS alerts (coming soon)

Farm Settings

Configure your farm's business information:

Farm Profile

Farm Name

Your business name

Logo

Appears on invoices

Address

Main farm location

Contact Info

Phone and email

Website

Your farm's website URL

Description

About your farm

Business Details

Tax ID / EIN

For invoicing

Business Type

LLC, Corporation, etc.

License Number

If applicable

Certifications

Organic, GAP, etc.

Pickup Locations

Set up locations where customers can pick up orders:

1

Go to Settings → Pickup Locations

2

Click Add Location

3

Enter location details:

  • - Location name
  • - Full address
  • - Available days and times
  • - Special instructions
4

Save the location

Usage: Pickup locations appear as options when creating orders with "Pickup" fulfillment.

Invoice Settings

Customize how your invoices look and function:

Invoice Branding

  • Upload your farm logo
  • Choose invoice color scheme
  • Add custom footer text

Invoice Numbering

  • Set invoice number prefix (e.g., "INV-")
  • Choose starting number
  • Numbers increment automatically

Payment Terms

  • Default due date (Net 15, Net 30, etc.)
  • Payment instructions text
  • Late fee settings (optional)

Auto-Invoicing

Enable automatic invoice creation:

  • Create invoices when orders are placed
  • Send invoices automatically via email
  • Choose which customer types get auto-invoiced

Regional Settings

Configure formats for your region:

Currency

USD, CAD, EUR, etc.

Time Zone

For scheduling and timestamps

Date Format

MM/DD/YYYY or DD/MM/YYYY

Units

Imperial or Metric

Tax Settings

Configure sales tax for your orders and invoices:

1

Go to Settings → Tax Rates

2

Add tax rates by region or product type

3

Tax is calculated automatically on orders

Note: Some agricultural products may be tax-exempt. Consult your local regulations.

Manage your team

Add team members and set permissions for who can access what.

Team & Permissions