Help settings and account
Settings and Account
Configure your business profile, manage your team, and control your subscription.
Business Profile
In Settings, configure all your core business information:
Business details – name, address, contact details
VAT registration – VAT number and scheme
CIS status – construction industry scheme
UTR number – unique taxpayer reference
Accounting method – cash or accruals
Tax region – England, Scotland, Wales, NI
Invoice Defaults
Set defaults so every invoice is consistent: default currency, payment terms, due date offset, invoice notes, payment instructions, number prefixes, template style, and brand colour.
Payment Reminders and Late Fees
Payment Reminders: Enable automatic payment reminders and configure the schedule (e.g. 7, 14, 30 days after due date). Never chase a late payment manually again.
Late Fees: Enable automatic late fee calculation with percentage or fixed amount, rate, and grace period.
Team Members and Roles
Add team members with role-based access.
Owner
Full access to everything. Cannot be removed.
Admin
Full access to all features.
Accountant
Read-only access to financials. Can write journal entries and expenses.
Staff
Can manage invoices, quotes, expenses, clients, and projects.
To invite a team member, go to Team in the sidebar, click Invite Member, enter their email and assign a role. They receive a secure invitation link.
Essential plan: 1 user. Pro plan: 2 users with the option to add more.
Online Payments (Stripe)
Let clients pay invoices online by card.
Accountant Access
Give your accountant read-only access to your books without sharing your login details.
They can view invoices, expenses, reports, VAT returns, and the audit log. They can export data as CSV spreadsheets. They cannot create, edit, or delete anything.
Subscription Plans
Essential
£9/month
Intro offer: £1/month for 6 months
Invoices, quotes, clients, expenses, online payments, Profit & Loss report, accountant access, 10 AI credits/month, 1 bank feed, up to 5 recurring invoices, 1 team user.
Pro
£28/month
Intro offer: £2.80/month for 6 months
Everything in Essential plus VAT Returns, MTD, Self Assessment, mileage, time tracking, projects, purchase orders, assets, advanced reports, CIS support, multi-currency, 30 AI credits/month, unlimited bank feeds, 2+ team users.
All plans include a 14-day free trial with all Pro features. Cancel any time. Manage your subscription in Settings under Subscription Management.
Data Export and Backup
Export your data at any time in CSV, Excel, Accountant CSV (formatted specifically for your accountant), or PDF.
Full Backup: Go to Settings then Backup, click Download Backup. A complete backup of all your data is downloaded. Backups can be restored if needed.
Automations and Webhooks
Automations: Set up automated workflows with triggers (invoice created, invoice paid, payment received, expense created, bank transaction imported) and actions (set VAT rate, categorise, add tag). Every execution is logged.
Webhooks: Connect Mint Books to other apps. Create webhook endpoints, choose events to subscribe to, view delivery logs and retry failed deliveries. Pro plan only.
Other Settings
🌙 Dark Mode
Toggle light/dark theme from the top header bar.
⭐ Sidebar Favourites
Pin most-used pages to the top of the sidebar.
📲 Mobile Access
Full functionality on any device with a web browser.
🔔 Notifications
Email alerts for overdue invoices, payments, and VAT deadlines.