The Goal: Define the global billing settings that control how billing, invoicing, and payments behave for your organization.
Before You Begin:
- You need a staff user account with permission to manage finance and billing settings.
- Decide your organization’s finance defaults ahead of time — download the guide to record each setting and track the decisions you have made for your organization.
Microlearning Overview
Step-by-Step Instructions
- Your global finance settings are available on the General Billing Settings page under Finance, Billing section, Settings. Here you will define many global settings for your organization.
- Review and configure each setting using the related how-to articles below, then click Save to finalize your changes.
For details on each individual setting, see the related articles:
- Configure Finance Defaults & Logo for Invoices & Statements
- Configure System to Automatically Email Invoices for Scheduled Billing
- Disable Automated Scheduled Billing
- Prevent Members from Making Partial Payments
- Configure System to Auto-apply Credits/Overpayments
- Enable Option to Display Invoice Created Date
- Configure Payment Terms & Conditions
- Configure Accounts to be used for Overpayments
- Configure Trade/External Payment Options
Common Pitfalls
- Skipping the planning step: Changing these global settings affects all future billing. Use the downloadable guide to align on your organization’s decisions before changing values, so a setting isn’t flipped mid-billing-cycle by mistake.