Under Setup > Finance > General Settings you will define many global settings for your organization. Download this guide for information on each setting and track decisions you have made for your organization.
- 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