Finance Settings

Finance Settings

The Finance Settings module enables administrators to configure financial aspects such as invoices, tax settings, and payment methods.

Managing Invoice Settings

1. Navigate to Settings > Finance Settings > Invoice Settings.
2. Update the following details:
   • Invoice Logo – Upload a custom logo for invoices.
   • Language – Choose the preferred language for invoices.
   • Due After – Set the number of days after which the invoice is due.
   • Reminder Settings – Configure automated reminders for overdue invoices.
   • Client Info on Invoice – Choose to display client email, phone number, address, and company details.
   • Terms & Conditions – Add default terms for invoices.
3. Click Save to apply changes.

Customizing Invoice Templates

1. Navigate to Settings > Finance Settings > Invoice Template.
2. Select a predefined invoice template.
3. Click Save to confirm the selection.

Configuring Prefix Settings

1. Navigate to Settings > Finance Settings > Prefix Settings.
2. Define custom prefixes for:
   • Invoices
   • Credit Notes
   • Estimates
   • Proposals
   • Orders
3. Set the number separator and number of digits for each.
4. Click Save to update the settings.

Managing Measurement Units

1. Navigate to Settings > Finance Settings > Units.
2. Click Add New Unit to define a unit type (e.g., Pcs, Kg).
3. Click Save to add the unit.

QuickBooks Integration

1. Navigate to Settings > Finance Settings > QuickBooks Settings.
2. Enter:
   • Client ID and Client Secret from QuickBooks.
   • Redirect URL to sync transactions.
3. Click Save to enable the integration.

Payment Details for Invoices

1. Navigate to Settings > Finance Settings > Invoice Payment Details.
2. Click Add Payment Detail.
3. Enter the payment method details and upload a QR Code if needed.
4. Click Save to apply changes.

This module ensures that financial transactions and invoices are properly configured, providing smooth financial management across the system.