Step-by-Step Guide to Accessing and Customizing Finance Settings and Invoice Templates in Your Dashboard

STEP 1: Click on "Settings" in the Dashboard

• Navigate to the left sidebar of the dashboard.
• Locate the "Settings" option.
• Click on the "Settings" link to access the settings menu.
• Ensure the highlighted area is selected for further options.
• Proceed to the next step to access "Finance Settings."

STEP 2: Click on "Finance Settings"

• Navigate to the "Finance Settings" section in the sidebar.
• Click on the "Finance Settings" link to access the relevant settings.
• Ensure you have the necessary permissions to modify finance-related settings.
• After clicking, you will be directed to the finance configuration page.

STEP 3: Select "Invoice Template"

• Click on the Invoice Template tab to access the invoice customization options.
• Fill in the required fields, such as:
  • Invoice Logo: Upload your logo.
  • Language: Select your preferred language.
  • Due after: Specify the number of days for payment due.
• Optional settings include:
  • Show tax number, client information, and terms on the invoice.

STEP 4: Select "Template"

• Click on the "Template" section highlighted in red.
• Ensure to review the available invoice templates displayed.
• Look for any required fields marked with an asterisk (*).
• After selecting your preferred template, proceed to the next step by clicking the "Save" button.

STEP 5: Click on "Save" to Confirm Your Changes

• Ensure all required fields are filled out before proceeding.
• Locate the "Save" button at the bottom of the form.
• Click the "Save" button to confirm your settings.
• Review any confirmation messages that appear after saving.