Comprehensive Guide to Configuring Your Dashboard Finance and Invoice Settings

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link to open configuration options.
• Ensure you are ready to proceed to the next step by accessing Finance Settings after this.

STEP 2: Click on "Finance Settings" to Access Financial Configuration

• Click on the Finance Settings link in the sidebar to open the financial configuration options.
• Ensure you fill in the required fields marked with an asterisk (*) in the Company Settings form.
• Review the fields for Company Name, Company Phone, Company Email, and Company Website.
• After entering the necessary information, click Save to apply changes.

STEP 3: Select "Invoice Settings"

• Click on the Invoice Settings tab to access the invoice configuration options.
• Fill in the required fields:
  • Invoice Logo: Upload your logo.
  • Language: Choose your preferred language.
  • Due After: Specify the number of days until payment is due (required).
• Optional settings include:
  • Send Reminder Before: Set reminders for clients.
  • Show Tax Number on Invoice: Check if applicable.
  • Client Info: Select what client details to display on the invoice.

STEP 4: Upload Invoice Logo

• Click on the "Invoice Logo" area highlighted in red to upload your logo.
• Ensure the logo file is in PNG format.
• After uploading, verify the logo appears correctly in the designated area.
• Proceed to the next step to upload the Authorised Signatory Signature.

STEP 5: Click to Upload Authorised Signatory Signature

• Navigate to the "Authorised Signatory Signature" section.
• Click on the highlighted area labeled "Choose a file."
• Select the file containing the authorised signatory's signature from your device.
• Ensure the file format is supported (e.g., PNG, JPG).
• Proceed to the next step after uploading.

STEP 6: Select Language for Invoice Settings

• Click on the Language field highlighted in red.
• Choose your preferred language from the dropdown menu.
• Ensure to review other fields like Send Reminder Before and Due After for completeness.
• Optional inputs are marked with an asterisk (*).

STEP 7: Click "Send Reminder Before" to Set Reminder Preferences

• Click on the "Send Reminder Before" section to set your reminder preferences.
• Enter the number of days before the invoice due date that you want the reminder to be sent.
• Ensure the input field is filled correctly as this will affect your reminder settings.
• Review other related settings in the invoice configuration for completeness.

STEP 8: Click "Due After" to Set Invoice Payment Terms

• Locate the "Due after" field in the Invoice Settings section.
• Click on the field to input the number of days after which the invoice is due (required).
• Ensure the field is marked with an asterisk (*) indicating it's mandatory.
• Review other related settings for reminders and payment terms.

STEP 9: Click "Send Reminder After" to Configure Reminder Settings

• Click the "Send Reminder After" button to open the reminder settings.
• Ensure to fill in the "Send Reminder Before" and "Due After" fields as needed.
• Review optional settings like "Show Tax number on invoice" and "Show Status".
• Complete any additional fields required for your invoice settings.

STEP 10: Select "Show Tax number on invoice"

• Click on the checkbox labeled "Show Tax number on invoice" to enable it.
• Ensure that any required fields marked with an asterisk (*) are filled out.
• Review other options available in the invoice settings for completeness.
• Proceed to the next step by selecting "Show Status."

STEP 11: Select "Show Status"

• Click on the "Show Status" checkbox to enable it.
• This option allows you to display the status on the invoice.
• Ensure other relevant fields are filled out as needed.
• Review the settings before proceeding to the next step.

STEP 12: Select "Hsn/Sac Code Show"

• Click on the "Hsn/Sac Code Show" option to enable or disable its visibility on invoices.
• Ensure that other relevant settings, such as "Show Tax number on invoice" and "Show Status," are also configured as needed.
• Review the "Client info to show on invoice" section for additional options.
• Proceed to the next step to select "Show Authorised Signatory."

STEP 13: Select "Show Authorised Signatory"

• Click on the "Show Authorised Signatory" option in the Invoice Settings section.
• Ensure that the checkbox is selected to include the authorized signatory on invoices.
• Review other related options like "Show Tax number on invoice" and "Show Status" for completeness.
• Proceed to the next step by selecting "Show tax calculation message."

STEP 14: Select "Show tax calculation message"

• Click on the checkbox labeled Show tax calculation message to enable or disable the tax calculation message on invoices.
• Ensure that any required fields marked with an asterisk (*) are filled out before proceeding.
• Review other options in the invoice settings for completeness.

STEP 15: Select "Client Name"

• Click on the "Client Name" checkbox to include it in the invoice.
• Ensure that the checkbox is marked to display the client's name.
• Review other options under "Client info to show on invoice" for additional selections.
• Proceed to the next step by selecting "Company Name".

STEP 16: Select "Company Name"

• Click on the "Company Name" checkbox to include it in the invoice.
• Ensure that any required fields marked with an asterisk (*) are filled out.
• Review other options available under "Client info to show on invoice" for additional selections.
• Proceed to the next step by selecting "Client Email."

STEP 17: Select "Client Email"

• Click on the "Client Email" option in the invoice settings.
• Ensure that the checkbox next to "Client Email" is selected to display it on the invoice.
• Review other options like "Client Name" and "Company Name" for completeness.
• Proceed to the next step by selecting "Client Address."

STEP 18: Select "Client Address"

• Click on the Client Address option in the invoice settings.
• Ensure that the checkbox next to Client Address is selected to include it on the invoice.
• Review other options like Client Name and Company Name for completeness.
• Proceed to the next step by selecting Client Phone.

STEP 19: Select "Client Phone"

• Click on the "Client Phone" checkbox to include the client's phone number on the invoice.
• Ensure that other relevant options like "Client Email" and "Client Address" are also checked if needed.
• Review your selections before proceeding to the next step.

STEP 20: Select "Show Project on invoice"

• Click on the checkbox labeled Show Project on invoice to include project details on your invoices.
• Ensure other relevant options are selected as needed, such as Client Name and Client Phone.
• Review the settings before proceeding to the next step.

STEP 21: Enter "Terms and Conditions"

• Click on the "Terms and Conditions" section in the invoice settings.
• Fill in the text area with your desired terms and conditions.
• Ensure to include any necessary details relevant to your business.
• Review the content for clarity and completeness before proceeding.

STEP 22: Enter "Other information"

STEP 23: Click "Save" to Finalize Settings

• Ensure all required fields are filled out.
• Review the "Other information" section for any additional details.
• Click the Save button at the bottom of the form to save your changes.
• Confirm that a success message appears to indicate the settings have been saved.