Invoicing settings: every tab explained
Invoicing settings has six tabs — your company, the defaults and reminders, the reminders sent, currencies and rates, invoice custom fields and the customer portal. What each one does and who can change it.
Settings → Invoicing settings is for managers (the CRM Admin role). It has six tabs.
Company
Your company as the supplier on every invoice: the name, ЕИК, VAT number, МОЛ, address, bank details and logo. The name, ЕИК and address are required to issue an invoice. See Before your first invoice.
Defaults & reminders
- Invoice Defaults — the starting number, currency, language, payment terms, VAT rate and tax label new invoices start with. See Before your first invoice.
- Invoice Reminder Settings — the payment reminders and the button that starts them. See Payment reminders.
Save Settings saves both tabs: an error on the other tab says On the … tab: ….
Reminders sent
Every payment reminder CRM sent: Total Sent, Last 24 Hours, Last 7 Days and Overdue Notices, and a list you can filter by invoice number or e-mail, by Reminder Type (Due soon, Overdue, Escalation) and by date.
Currencies & rates
The exchange rates are the European Central Bank's reference rates, updated every working day. They are shared by every Monfri workspace, so only the platform administrator changes them; you see the list.
Your workspace's own currency — the one new deals and invoices start with — is set in Settings → Workspace → Currency. See Workspace settings.
Custom fields
Fields of your own on every invoice, for example Order number or Project code.
- Click Add Custom Field.
- Field Name — what people see.
- Field Key — a short identifier: lowercase letters, numbers and underscores, unique in the workspace. It cannot be changed later.
- Field Type — Text, Text Area, Number, Date, Select (with its options) or Checkbox.
- Default Value, Help Text, Required field, Active.
- Click Create Custom Field.
The fields appear on the invoice form under Custom Fields (in the Bulgarian form, Допълнителни полета), on new invoices and when you edit one. A required field must be filled in; a required checkbox must be ticked. Their values are printed on the PDF and shown in the customer portal.
Edit changes a field; Delete removes it. A field you no longer want offered can be made inactive.
Customer portal
The links your customers use to see their invoices: create one, copy it, send it, deactivate it or replace it. See The customer portal.
If something doesn't work
I do not see Invoicing settings
The Settings menu is for the CRM Admin role.
Please fill in "…".
An invoice cannot be saved while a required custom field is empty.