Step-by-Step Guide to Configuring Finance Settings and Units in Your Dashboard

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

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link to open the settings menu.
• Ensure you are on the correct page before proceeding to the next step.
• Look for any additional options or configurations that may require your attention.

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

• Navigate to the "Finance Settings" option in the sidebar menu.
• Click on the highlighted "Finance Settings" link to enter the financial configuration section.
• Ensure you have the necessary permissions to access this area.
• Review the available settings for managing financial aspects of your account.

STEP 3: Select "Units" in Finance Settings

• Click on the "Units" tab to access unit configuration settings.
• Ensure to fill in required fields marked with an asterisk (*), such as "Due after."
• Review optional settings like "Show Tax number on invoice" and "Show Authorised Signatory."
• Adjust reminder settings as needed.

STEP 4: Select "Default" for Pcs Unit

• Click on the "Default" option under the "Pcs" unit in the Units section.
• Ensure that the selection is highlighted to confirm your choice.
• This action sets the default unit for Pcs, which may affect invoicing and other settings.

STEP 5: Select "Default" for Box Unit

• Click on the "Default" option in the box unit row.
• Ensure that the highlighted area is selected to confirm your choice.
• Review any additional settings or options available in this section.
• Save changes if prompted.