The Settings area lets you define how invoices behave and appear across your organization. It’s divided into sections and contains toggles and dropdowns for controlling key financial defaults.
Available settings include:
Invoice numbering: Customize the format and structure of invoice numbers.
Show VAT on Invoices: Toggle to include or hide VAT fields by default.
Default rounding on the invoice: Choose how amounts are rounded (to nearest tenth, hundredth, etc.).
Default due period: Automatically sets a due date offset for all new invoices.
Default constant symbol: Lets you define a standard symbol for outgoing invoices (for regions where this is required).
Changes made here will apply across all future documents unless overridden individually.