Account Owner

1. Owner’s access levels 2. How to change an Account Owner Owner’s access levels The Account Owner (the person who registers the company) has admin access to their portal. Admin access includes all the features of the purchased subscription plan. Available account owner tabs and features: Dashboard – read simple reports of the […]

Credit card details

How do I update my credit card details? If you would like to change the credit card used for paying the subscription, go to My Profile (click on your name at the top of the page) ➝ Subscription. Here you can change Credit Card Details or update a Billing Address:

Subscription plan buying

How to buy a MoneyPenny subscription? Subscription buying with Credit Card and PayPal How do I upgrade or downgrade my subscription? How do I update my credit card details? How to buy a MoneyPenny subscription? If you are currently taking advantage of a free trial period, click on the ‘Upgrade’ […]

Using Templates

What will happen if I change the template which is in use? Your MoneyPenny documents (invoices, estimates, purchase orders) have their document styles – templates. MoneyPenny has 6 default templates (find out more about them from here) to begin with. You can review them in Settings -> Stationery Templates -> the ‘Shared’ […]

Templates types

Currently, we provide six types of PDF templates for your invoicing and estimates: Classic Clean Dubai Paris London Sofia The Classic Template The Clean Template The Dubai Template The Paris Template The London Template Sofia Template Note: Sofia template is especially convenient for our Bulgarian users. Only on this template […]

Base currency

What is base currency? How to change base currency? By default, your base currency will be predefined by the system when you register your company location. If your predefined currency is wrong – you may change it after registration in, Settings ➝ Company Profile ➝ Your Base Currency field. Your […]

Welcome messages to clients and staff

How do my clients and staff see welcome messages? You can create welcome messages for your clients and staff members accounts at, Settings ➝ Preferences When your clients or staff login to their accounts – they will see your welcome message.

Invoice and Estimate Preferences

Editing sent invoices and approved estimates You can enable or disable edits to sent invoices and approved estimates at, Settings -> Preferences. If you uncheck ‘Allow editing sent invoices’ – you will be able to review invoices that have been sent to clients but will not be able to update them. […]

Profile data

How do I change my Company Profile settings? To change Company Profile settings including: company name, email, default account data, bank data, address and phone – go to, Settings ➝ Company Profile. Company Profile definitions and uses Your Company Name is displayed on your account login pages and on all invoice/estimate […]

How can I change my Business Link (subdomain)

To change the subdomain of your account, go to Settings -> Company Profile -> field “Business Link”. Enter changes and Save, as shown below: As soon as you’ve completed this step, your old business link will no longer be active. After clicking “Save Changes”, you will be logged out from […]

Default settings

How do I change the predefined settings on my account? When you register your account you will be asked to provide a company location. This location will determine which predefined settings are applied to your account. These predefined settings are: – VAT rates for your country – Profile language – Base currency – Time […]

My profile

Where can I update my profile and contacts data? Log Hours on the Quick Toolbox Where can I update my profile and contacts data? You can enter and update your profile details by simply clicking on your name above the page header. You can make changes to your Name, Email, […]

Further Information

Which browsers work best with MoneyPenny.me? For the best experience, please use the latest versions of these browsers: Google Chrome Mozilla Firefox Safari Contact us If you have an issue with your account which you can’t resolve or you’d like to suggest improvements to our service to make your experience […]

Predefined settings based on your company location

Which settings are predefined? When you register your account you will be asked to provide a company location. This location will determine which predefined settings are applied to your account. These predefined settings are: – VAT rates for your country – Profile language – Base currency – Time zone – […]

Setting up MoneyPenny.me account

How do I register with MoneyPenny.me? What is my ‘Business Link’? How do I register with MoneyPenny.me? To create a new company, navigate to the Signup page http://app.moneypenny.me/user/register ➝ Enter ‘Company Name’, ‘Email Address’ ➝ and click ‘Register’. On the next page, select your company location ➝ Choose a business […]