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Settings and directories

Where to find it​

Open “Invoicing” → “Settings” → “Settings”.

What is typically configured​

  • document types (bills, invoices, payments);
  • numbering rules;
  • bank accounts and cash registers;
  • payment terms;
  • taxes;
  • print templates;
  • payments matching rules (if enabled).

Banks and accounts​

Directories typically include:

  • banks;
  • bank accounts;
  • cash registers;
  • analytical accounts (if used for payments matching).

Payment terms​

Payment terms are used for:

  • planned payment date calculation;
  • payment calendar generation;
  • overdue control.