Finance Settings
Configure invoicing defaults, templates, payments, PEPPOL, quotation automation, and company details.
Customize finance module settings including invoicing defaults, quotation automation rules, templates, payment providers, PEPPOL e-invoicing, and company details.
Finance Settings require Admin or Owner permissions.
Accessing Settings
Navigate to Finance → Settings (/finance/settings). The settings sidebar shows 8 tabs.
Settings Tabs
| Tab | Purpose |
|---|---|
| General | Basic finance configuration |
| Invoicing | Default template, color variant, quotation→invoice automation rule |
| Products & Items | Product catalog defaults |
| Templates | One hub for Invoices, Quotations, and Email templates (20+ designs, 8 color variants) |
| Payments | Provider configuration; customer checkout is not ready for live use |
| PEPPOL | E-invoicing provider credentials (Peppyrus / Peppox) |
| Advanced | Power-user settings |
| Company Details | VAT number, IBAN, phone, address |
General Tab
Basic finance module configuration:
| Setting | Description |
|---|---|
| Reporting Currency | Primary currency for invoices and reports |
| Date Format | Display format for dates |
| Fiscal Year Start | Month your fiscal year begins |
Invoicing Tab
Default Settings
| Setting | Description |
|---|---|
| Default Template | Invoice design used for new invoices |
| Color Variant | Color scheme for the selected template (blue, indigo, purple, green, teal, orange) |
| Payment Terms | Default days until payment due |
Quotation→Invoice Automation
The Invoicing tab includes the Quotation Automation Card — a configurable rule that automatically creates invoice drafts when quotations are accepted.
| Setting | Description |
|---|---|
| Active/Inactive Toggle | Enable or disable the automation |
| Invoice Amount | Full invoice (100%) or deposit percentage (25%, 30%, 50%, or custom 1-100%) |
| Payment Due | Days after acceptance before payment is due (default: 30) |
When active:
- A quotation status changes to "Accepted"
- An invoice draft is automatically created
- Deposit invoices create a single line item for the specified percentage
- The remaining balance can be invoiced separately
The automation creates a draft invoice — it is not sent automatically. Review and modify before sending.
Products & Items Tab
Configure defaults for the product catalog:
- Default tax rate for new products
- Default product category
- Inventory tracking preferences
See Products for full catalog management.
Templates Tab
Templates is now a hub at /finance/settings/templates with three tabs:
| Tab | What it does |
|---|---|
| Invoices | Browse 20+ invoice designs and pick a default |
| Quotations | Same picker, scoped to quotation defaults |
| Not available in the current release; outgoing finance emails use the workspace signature and default message layout |
Each design is available in 8 color variants and you can enter a custom hex code for exact brand match. Live preview uses your real workspace data — your logo, your colors, your line items — so you see the final result before committing.
Older URLs (/finance/invoices/templates, /finance/quotations/templates) redirect into the hub.
See Templates for the full catalog.
Payments Tab
The settings UI can store Stripe configuration and the invoice detail can generate a hosted Checkout URL through a POST request. This is not yet a complete customer-facing payment feature.
| Setting | Description |
|---|---|
| Stripe — Secret key | sk_test_… / sk_live_… from the Stripe dashboard |
| Stripe — Publishable key | pk_test_… / pk_live_… |
| Stripe — Webhook signing secret | whsec_… from the webhook endpoint you register in Stripe |
| Mode | Test or Live |
| Offer card payment on invoices | Keep disabled for live customers until the tokenized customer pay flow is released |
The outgoing invoice email currently links to a POST-only endpoint. Email clients open it with GET, which returns 405 instead of Checkout. Mollie is also a non-functional scaffold. Use bank transfer and reconciliation for customer collection until the Payments guide marks the flow ready.
Stripe is the only provider with checkout service code in the audited release. Mollie implementation work exists locally but is not a released capability; Adyen, PayPal, and other providers are not available.
See Payments for the full setup guide.
PEPPOL Tab
Configure European e-invoicing providers:
| Setting | Description |
|---|---|
| Provider | Peppyrus (primary) or Peppox (alternative) |
| API Key | Provider API credentials |
| Endpoint | Your PEPPOL endpoint address |
The PEPPOL tab shows configuration cards for both providers. Only one needs to be configured.
See PEPPOL for full e-invoicing details.
Advanced Tab
Power-user settings for the finance module. Exact options vary by workspace plan; see the tab in-product for the current list.
Payment-reminder scheduling is configured per-invoice from the invoice detail page — see the Payment Reminders panel under Recurring.
Company identity
The canonical legal and workspace identity is managed at Settings → Administration → Workspace (/settings/administration/workspace). Finance consumes that shared identity for invoices instead of owning a second company record.
| Field | Description |
|---|---|
| Company Name | Legal business name |
| Address | Full business address |
| VAT/GST Number | Tax identification number |
| IBAN | Bank account for receiving payments |
| Phone | Business phone number |
Complete your company details to unlock full invoicing features. Incomplete profiles show a reminder banner on the Finance dashboard.