Financial settings let you configure how invoices and quotations are numbered, schedule payment reminders, and set up default notes for invoices. 

Proper configuration ensures consistent branding and helps your clients pay on time.

Navigation Path #

Settings → Financial → Invoice → General / Reminder / Template / Note

General #

1. Go to the General tab.
2. Customize your Invoice Number ID using format tokens.
   Available tokens:
   • {year} – Current year
   • {month} – Current month
   • {serial} – Incremental number
   • {2_digit_serial} through {6_digit_serial} – Serial numbers with fixed digits
3. Preview your format in the Example field to see how your invoice numbers will appear.

💡 Tip: Use a consistent numbering format for easy tracking and reporting.

Reminder #

1. Switch to the Reminder tab.
2. Click Add Reminder to create a payment reminder.
3. Enable the Reminder toggle.
4. Specify the number of days before the due date to send the reminder.
5. Customize the email subject and message.

6. Optionally, select a custom template:
   • Invoice Due Reminder
   • Invoice Overview
   • Send Invoice

💡 Tip: Sending reminders before the due date helps reduce overdue payments.

Template #

Switch to the Template tab and select your preferred invoice template.

Note #

1. Go to the Note tab.
2. Click on Add Note.

3. Add default notes that should appear on all invoices (e.g., payment terms, policies, or additional instructions).
4. Enable the Visible option and click Save Changes.