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 Refund Type
• 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