Financial Configuration: Invoice Customisation & Payment Terms

What are Finance Settings?

The Finance Settings module in CRM LEAF centralises configuration options related to invoices, credit notes, estimates, and Quick Books integration. It allows businesses to personalise financial documentation, manage invoice sequences, and automate reminders to improve billing accuracy and client communication.

Key Components of Finance Settings

• Invoice Settings
  Invoice Logo: Upload a company logo for branded invoices.
  Authorised Signatory Signature: Upload a signature for invoice authentication.
  Language: Set the language for invoices.
  Due After: Set default payment due period (e.g., 15 days).
  Send Reminder Before: Configure automatic reminders before the due date.
•  Client Information on Invoice
  Specify which client details (e.g., name, email, address) should appear on the invoice.
•  Terms and Conditions
  Define legal or operational terms that appear at the bottom of each invoice.
• Invoice Template and Prefix Settings
  Customize numbering format for all finance-related documents:

Example

Document Type	Prefix	Separator	Digits	Example
Invoice	INV	#	3	INV#001
Credit Note	CN	#	3	CN#001
Estimate	EST	#	3	EST#001
Estimate Request	ESTRQ	#	3	ESTRQ#001
Order	ODR	#	3	ODR#001
Proposal	Proposal	#	3	Proposal#001

• Quick Books Integration
  CRM LEAF supports one-way sync with Quick Books.

Creating an invoice or payment in CRM LEAF also creates it in Quick Books automatically.

•  Units
  Manage and configure units (e.g., hours, items) used in financial entries.
• Invoice Payment Details
  Set default payment instructions (e.g., bank account info) to appear on all invoices.

Quick Actions – Finance Settings

Action	How To
Upload Invoice Logo	Click “Choose a file” to upload or replace the invoice logo.
Configure Reminder Settings	Set due days and reminder intervals in the Invoice Settings section.
Set Numbering Formats	Use the Prefix Settings to define structure and format for all documents.
Sync with QuickBooks	Ensure QuickBooks is connected for one-way sync of invoices and payments.
Set Terms and Conditions	Add default legal notes or policies under Terms and Conditions.

FAQ – Finance Settings

Q: Can I customise invoice number formats?
A: Yes, use the Prefix Settings section to define your own format and sequencing.
Q: How does Quick Books sync work?
A: It is a one-way sync—records created in CRM LEAF will be mirrored in Quick Books.
Q: Can I change invoice language?
A: Yes, the system allows setting a preferred language for invoice generation.
Q: Is there a default due period for invoices?
A: Yes, you can set the number of days after which the invoice is due (e.g., 15 days).