In this section, you will be able to fine tune five (5) elements of your finance setup :
* General
* Invoices
* Credit Notes
* Estimates
* Proposals
General Tab:
This is where you will define your: Decimal and Thousand Separator, Number prefix format, Staff assignment, tax default and currency symbol appearance.
Invoices Tab:
This is where you will define your: Invoice Number Prefix, Next Invoice Number, Invoice due after (days), Invoice Actions, Statuses and Format.
Credit Notes Tab:
This is where you will define your: Credit Note Number Prefix, Next Credit Note Number, Format and actions.
Estimates Tab:
This is where you will define your: Estimate Number Prefix, Next estimate Number, Estimate Due After (days), Estimate Actions, Statuses and Format.
Proposals Tab:
This is where you will define your: Proposal Number Prefix, Proposal Due After (days), Pipeline limit per status and more.