Finance Settings

Created by Ajay Kumar Choudhary, Modified on Fri, 20 Sep at 5:39 PM by Surbhi Soni

FINANCE SETTINGS

This section of settings mainly focuses on setting up the default yet necessary details that are used in nearly all the similar options throughout the working system. These include the Invoice logo, Invoice settings, Estimate settings, Credit settings, Due after, Send a reminder. GST number, Language, Templates, and Terms, and Conditions.

The Invoice Settings allows setting default Invoice Prefix and the number of digits that are allowed to be printed as the Invoice number. It also presents a sample from the data that has been input.

The Estimates Settings allow setting default Estimate Prefix and the number of digits that are allowed to be printed as the Estimate number. It also presents a sample from the data that has been input.

The Credit Settings allow setting default Credit Prefix and the number of digits that are allowed to be printed as the Credit number. It also presents a sample from the data that has been input.

The other available setting features set up details for the due dates, Reminders, GST number, Details to be visible on the Invoice, Language, Terms and conditions, and Templates. These all details are easily customizable through this section.

Reminder : A reminder can set for invoice which is Unpaid and can set the reminder to send to our clients on a particular interval.

Client Info : There are some basic client information which Admin wants to make them visible on Invoice.

Other Information : If any other information exist which company wants to make them visible on invoice then company set in other information.

Invoice Template. : There are 5 Templates company can choose acocording to thier use.

Prefix Setting : Company can set invoice, esitmate , proposal , credit note , Estimate Request Prefix , Order,

Invoice Prefix.

Units. : Comany can add unit type and can change unit type according to uses.

Invoice Payment details : Comapny can add bank details which they wants to make them visible on PDF.

And while creating invoice they can choose bank from drop down option.