Financial Settings

The Financial Settings menu allows you to configure how invoices and statements are generated, numbered, branded, and sent to your contacts. This includes:

Invoice and statement numbering and due dates
Header branding and business details
Payment instructions
Communication templates used for sending invoices, statements, and credit notes

These settings ensure your financial documents are consistent, compliant, and aligned with your business branding.

General Tab

This section controls the core configuration for invoices, credit notes, and statements.

Logo Alignment

Select how your logo appears on financial documents:

Left
Centre
Right

Header Template

The header template defines the business information displayed at the top of invoices and statements.

You can insert dynamic fields by clicking on the available options, including:

Trading Name
Business Name
Business Number
Registered Address
Postal Address
Email
Phone

These fields automatically populate based on your business information details.

A live preview is shown on the right-hand side so you can see how the header will appear on documents.

Due Date

Define when invoices are due for payment:

Days after the bill date – select the rule
Days – enter the number of days (e.g. 21 days)

This setting applies to all newly generated invoices.

Invoice Numbering

Invoice Prefix – text that appears before each invoice number (e.g. INV-EP)
Next Number – the next invoice number that will be generated
Invoices will automatically increment from this number.

Credit Note Numbering

Credit Note Prefix – prefix applied to all credit notes (e.g. CN-EP)

Statement Numbering

Statement Prefix – prefix applied to statements (e.g. ST-EP)
Next Number – the next statement number to be generated

Note - Statement Numbering only appears if statements are turned on for your workspace.

Terms & Payment Advice

Use this free-text field to add payment instructions that will appear on invoices and statements, such as:

Account Name
BSB
Account Number
Additional payment notes

Example:

Please make payment to: Account Name: … BSB: … Account Number: …

Combine Statement with Invoices

Combine statement with invoices on send – "When enabled, a statement's PDF is merged into a single attachment with its invoices when emailed to a contact." When switched off, the statement and each invoice are separate attachments on the same email.

This setting is saved as soon as you switch it, and does not need Save. It only appears if statements are turned on for your workspace.

Saving Your Changes

Make sure to click Save to apply any updates. Changes will affect all future invoices and statements.

Communication Tab

The Communication tab controls how financial documents are sent to contacts.

What Are Communication Templates?

Communication templates define the email content and branding used when sending:

Invoices
Statements
Credit Notes

Each template is linked to a specific document type. Statement templates can include these statement fields: Statement Date, Statement End Period, Account Balance, Opening Balance and Closing Balance.

Viewing Existing Templates

The table displays all configured templates, including:

Type – Invoice, Statement, or Credit Note
Branding – the branding template applied
Name – template name
Method – delivery method (e.g. Email)
Enabled – whether the template is active
Only enabled templates can be used when sending documents.

Adding a New Template

To create a new communication template:

Click + Add Template
Select the document Type (Invoice, Statement, or Credit Note)
Choose the Branding template
Enter a Name for the template
Select the Method (e.g. Email)
Configure the email content and dynamic fields
Enable the template
Save your changes

Editing a Template

To edit an existing template:

Click the edit (pencil) icon next to the template

Update the content, branding template, or settings

Save your changes

Enabling or Disabling Templates

Use the Enabled checkbox to control whether a template can be used

Disabled templates will not be available when sending financial documents