STEP 1: Click on "Finance Settings" to Access Financial Configuration

• Navigate to the Finance Settings section by clicking on it in the sidebar.
• In the Invoice Settings area, you can configure various options:
  • Invoice Logo: Upload your company logo.
  • Language: Select the preferred language for invoices.
  • Due after: Specify the number of days until payment is due (required).
  • Send Reminder After: Set the reminder period for payment (optional).
  • Client Info: Choose the client details to display on invoices (optional).
• Proceed to the next step by clicking on the Invoice Settings tab.

STEP 2: Click on "Invoice Settings" Tab

• Navigate to the Invoice Settings tab to configure your invoice preferences.
• Required Inputs:
  • Language: Select your preferred language.
  • Due after: Specify the number of days for payment due.
  • Send Reminder After: Set the days after which reminders will be sent.
• Optional Inputs:
  • Show Tax number on invoice: Check if needed.
  • Client Info: Choose which client details to display on the invoice (Email, Address, Phone).
• Proceed to click on Invoice Logo to upload your logo.

STEP 3: Click on "Invoice Logo" to Upload Your Logo for Invoice

• Locate the Invoice Logo section in the Finance Settings.
• Click on the area marked for uploading your logo.
• A file selection dialog will open; choose your logo file from your device.
• Ensure the logo meets any specified requirements (e.g., format, size).
• After uploading, confirm that the logo appears correctly in the designated area.

STEP 5: Click on "Authorised Signatory Signature" to Upload Authorized Signature

• Locate the "Authorised Signatory Signature" area highlighted in red.
• Click on the "Choose a file" button to upload the authorized signature.
• Ensure the file selected meets any specified format requirements (if applicable).
• After uploading, verify that the signature appears correctly in the designated area.
• Proceed to the next step by selecting the "Language" option.

STEP 6: Select "Language" from the Dropdown Menu

• Click on the "Language" dropdown menu highlighted in red.
• Choose your preferred language from the available options (e.g., English).
• Ensure that the selected language aligns with your invoicing requirements.
• Proceed to the next step by entering the "Due after" value, which is marked with an asterisk (*) indicating it is required.

STEP 7: Enter "Due after" Value

• Click on the "Due after" field in the Invoice Settings section.
• Input the number of days for the due date (required field marked with *).
• Ensure the value reflects the desired timeframe for payment.
• Proceed to the next step by entering the "Send Reminder Before" value.

STEP 9: Enter "Send Reminder Before" Value

• Click on the "Send Reminder Before" field highlighted in red.
• Input the desired number of days for the reminder.
• Ensure the field is filled correctly to set up reminder notifications effectively.
• Review any optional fields marked with an asterisk (*) for additional settings.
• Proceed to the next step by selecting "Send Reminder After" to define the duration for reminders.

STEP 11: Select "Send Reminder After" to Set Reminder Duration

• Click on the "Send Reminder After" option in the Finance Settings.
• This will allow you to specify the duration after which reminders will be sent.
• Ensure to review the adjacent options, including "Send Reminder Every," to set your preferences accurately.
• After this, proceed to select each checkbox for "Client info to show on invoice" in the next step.

STEP 12: Select Each Checkbox for "Client Info to Show on Invoice"

• Click on each checkbox under "Client info to show on invoice" to select the information you want displayed on the invoice.
• Options include:
  • Client Name
  • Company Name
  • Client Email
  • Client Address
  • Client Phone
  • Show Project on invoice
• Ensure the checkboxes reflect your preferences before proceeding to the next step.

STEP 13: Enter "Terms and Conditions"

• Click on the "Terms and Conditions" section highlighted in red.
• Enter your desired text in the provided text area.
• Ensure that the content is relevant to your business, such as a thank-you note or specific terms.
• Review the text for clarity and professionalism before saving.
• After completing, proceed to the next step by entering "Other information."

STEP 14: Enter Other Information in Finance Settings

• Click on the Other information field to provide additional details.
• This field allows you to enter any relevant information that may not be covered by other settings.
• Ensure that the information is clear and concise for better understanding.
• After entering the information, proceed to the next step by clicking on Save.

STEP 15: Click on "Save" to Finalize Finance Settings

• Ensure all required fields are filled out, indicated by asterisks (*).
• Review the options selected under "Client info to show on invoice."
• Confirm any additional settings, such as reminder days and tax options.
• Click the Save button at the bottom of the form to apply your changes.
• A confirmation message may appear, indicating successful saving of settings.