Institutions of finance

Go to Settings > Finance or click on the link to get here directly. Go to finance settingsopen in new window

Everything you adjust here only applies to new invoices.

Students payment term

Term

The term is the number of days from the invoice date. When the term has expired, the status of the invoice set to "expired".

Payment Reminder

The payment reminder is the number of days from the invoice date before a payment reminder is sent.

Reminder

The reminder is the number of days from the invoice date. When the number of days has passed, the invoice will be added the list of reminders.

The footer of the invoice. {date} shows the invoice date.

The footer of the credit invoice. {date} shows the credit invoice date.

Organizations payment term

Term

The term is the number of days from the invoice date. When the term has expired, the status of the invoice set to "expired".

Payment Reminder

The payment reminder is the number of days from the invoice date before a payment reminder is sent.

Reminder

The reminder is the number of days from the invoice date. When the number of days has passed, the invoice will be added the list of reminders.

The footer of the invoice. {date} shows the invoice date.

The footer of the credit note. {date} shows the credit invoice date.

Invoices

For invoices we offer the following settings: prefix, numbering and auto-generated invoice number.

Prefix

A prefix can be useful for inventorying your invoices. We use the following codes for years.

• {yyy}: Show the entire year. For example 2021.
• {yy}: Shows the last two numbers of a year. For example 21.

Numbering

By default, the number series starts at 1. For example, if you set the numbering to 100, the next invoice starts at number 100.

Auto generated invoice number

Auto generated invoice number is on by default. Disable this if you don't want to automatically generate invoice numbers each time a new invoice is created.

Payments

For payments there are the following settings: prefix, numbering and auto-generated payment number.

Prefix

A prefix can be useful for inventorying your payments. We use the following codes for years.

• {yyy}: Show the entire year. For example 2021.
• {yy}: Shows the last two numbers of a year. For example 21.

Numbering

By default, the number sequence starts at 1. For example, if you set the payment number to 100, the next payment starts at number 100.

Auto generated payment number

Auto generated payment number is enabled by default. Disable this if you don't want automatic payment number generate each time a new payment is made.