---
title: "Financial Settings"
url: "https://epona-support.ardex.tech/en/article/financial-settings"
language: "en"
last_updated: "2026-11-02T04:33:48.141Z"
---

# 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.

![](https://cdn-assets.productfruits.com/574e6087-eaba-481c-98af-8a727b890993)

### 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.

![](https://cdn-assets.productfruits.com/f74d2ae5-c587-41f3-b418-9686eeb41a00)

### 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.

![](https://cdn-assets.productfruits.com/b1406aaf-931b-4a70-9b67-fa6d8d92e4c4)

### 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:

1.  Click **\+ Add Template**
2.  Select the document **Type** (Invoice, Statement, or Credit Note)
3.  Choose the **Branding** template
4.  Enter a **Name** for the template
5.  Select the **Method** (e.g. Email)
6.  Configure the email content and dynamic fields
7.  Enable the template
8.  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