Comprehensive Guide to Configuring Finance and Prefix Settings in Your Dashboard

STEP 1: Click on "Settings" in the Dashboard

• Navigate to the left sidebar of the Dashboard.
• Locate and click on the Settings link.
• This action will redirect you to the settings page for further configurations.
• Ensure you are ready to proceed to the next step, which involves clicking on Finance Settings.

STEP 2: Click on "Finance Settings"

• Navigate to the "Finance Settings" option in the sidebar.
• Click on it to access the finance configuration settings.
• Ensure you have the following fields ready to fill:
  • Company Name (*required)
  • Company Phone (*required)
  • Company Email (*required)
  • Company Website (optional)
• After entering the necessary information, click "Save" to apply changes.

STEP 3: Select "Prefix Settings"

• Click on the "Prefix Settings" tab to access the relevant configuration options.
• Ensure you fill in the required fields marked with an asterisk (*), such as "Due after" and any other necessary settings.
• Review optional settings like "Show Tax number on invoice" and "Client info to show on invoice" as needed.

STEP 4: Enter "Invoice Prefix"

• Click on the "Invoice Prefix" field (marked with an asterisk) to input your desired prefix.
• Ensure the prefix is unique and relevant to your invoicing system.
• Review other fields for optional inputs, such as "Invoice Number Separator" and "Invoice Number Digits."
• After entering the prefix, proceed to the next step by entering the "Credit Note Prefix."

STEP 5: Enter "Credit Note Prefix"

• Click on the "Credit Note Prefix" field highlighted in red.
• Enter the desired prefix (e.g., "CN").
• Ensure the field marked with an asterisk (*) is filled, as it is required.
• Proceed to the next step by entering the "Estimate Prefix."

STEP 6: Enter "Estimate Prefix"

• Click on the "Estimate Prefix" field (marked with a red border).
• Enter the desired prefix for estimates (mandatory field).
• Ensure the prefix follows any specified format or guidelines.
• Review other related fields for consistency, such as "Estimate Number Separator" and "Estimate Number Digits".
• Proceed to the next step by clicking on "Estimate Request Prefix".

STEP 7: Click Estimate Request Prefix

• Navigate to the "Estimate Request Prefix" field in the Prefix Settings.
• Click on the highlighted area to activate the input.
• Ensure the field is marked with an asterisk (*) indicating it's required.
• Proceed to enter the desired prefix value for estimate requests.

STEP 8: Enter Order Prefix

• Click on the Order Prefix field (marked with an asterisk * for required input).
• Input the desired prefix for your orders (e.g., "ODR").
• Ensure to fill in any other required fields in the form.
• After entering the prefix, proceed to the next step by clicking on the Save button.

STEP 9: Enter Proposal Prefix

• Click on the Proposal Prefix field (marked with an asterisk) to input your desired prefix.
• Ensure the prefix is relevant to your proposals for easy identification.
• Review other fields like Proposal Number Separator and Proposal Number Digits for consistency.
• After entering, proceed to the next step by clicking on Invoice Number Separator.

STEP 10: Click on "Invoice Number Separator"

• Locate the "Invoice Number Separator" field highlighted in red.
• Click on the field to set or modify the separator character for invoice numbers.
• Ensure that the separator character is appropriate for your invoicing format.
• After making changes, proceed to the next step by clicking on "Estimate Number Separator".

STEP 12: Click on "Estimate Number Separator"

• Navigate to the Prefix Settings section.
• Click on the Estimate Number Separator field highlighted in red.
• Ensure the separator character (e.g., #) is correctly set.
• Proceed to the next step to Enter "Estimate Request Number Separator".

STEP 13: Click on "Estimate Request Number Separator"

• Navigate to the "Prefix Settings" section.
• Click on the "Estimate Request Number Separator" field highlighted in red.
• Ensure the field is ready for input.
• Fill in the required separator value (indicated by the asterisk).
• Review other fields for optional inputs as needed.

STEP 14: Click on "Order Number Separator"

• Navigate to the Prefix Settings section.
• Click on the Order Number Separator field highlighted in red.
• Ensure to enter the desired separator (e.g., #).
• Review other fields such as Order Number Digits (default is 3).
• Proceed to the next step by entering the Proposal Number Separator.

STEP 15: Click on "Proposal Number Separator"

• Navigate to the Prefix Settings section.
• Click on the Proposal Number Separator field.
• Ensure the field is highlighted for editing.
• Fill in the separator character (e.g., #).
• Review other fields like Proposal Number Digits for completeness.

STEP 16: Enter Invoice Number Digits

• Click on the "Invoice Number Digits" field highlighted in red.
• Input the desired number of digits for the invoice number.
• Ensure that the field is filled according to your invoicing requirements.
• Review other related fields for consistency, such as "Invoice Prefix" and "Invoice Number Separator."

STEP 17: Enter Credit Note Digits

• Click on the "Credit Note Digits" field in the form.
• Ensure to enter the desired number of digits for credit notes.
• The field is mandatory, indicated by the asterisk (*).
• Review other related fields for consistency before saving.

STEP 18: Click on "Estimate Number Digits"

• Navigate to the Finance Settings page.
• Locate the Estimate Number Digits section highlighted in red.
• Click on the Estimate Number Digits field to proceed.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review the information before moving to the next step.

STEP 19: Click on "Estimate Request Number Digits"

• Navigate to the Prefix Settings section.
• Locate the Estimate Request Number Digits field highlighted in red.
• Click on the field to enter the desired number of digits.
• Ensure to fill in any required fields marked with an asterisk (*).
• Proceed to the next step by entering Order Number Digits.

STEP 20: Enter "Order Number Digits"

STEP 21: Enter Proposal Number Digits

• Click on the "Proposal Number Digits" field to input the desired number of digits.
• Ensure to fill in the field marked with an asterisk (*) as it is required.
• Review other fields for any additional inputs needed.
• Proceed to the next step by clicking the "Save" button.

STEP 22: Click on "Save" to Finalize Settings

• Ensure all required fields are filled in the Prefix Settings form.
• Locate the "Save" button at the bottom of the form.
• Click the "Save" button to save your changes.
• Confirm that a success message appears, indicating the settings have been saved.