Finance Settings
Overview
Finance Settings controls all financial rules — delay periods, penalties, notifications, payment options, and more.
Settings Reference
| Setting | Description |
|---|---|
| Notify On Which Unit Steps | Select which unit pipeline steps trigger a finance notification (e.g., Confirm Reservation, Down Payment). |
| Notify On Selected Unit Steps After (in days) | How many days after reaching a step before the notification is sent. |
| Currency | Set the system currency (e.g., EGP, USD). |
| Paying Options | Add the payment methods available in the system (e.g., Cheque, Cash, Deposit, Transfer). These appear in the Pay screen and Edit Payments. |
| Paying Destination | Add bank accounts or destinations (e.g., CIB, NBE). These appear in the Destination dropdown in Edit Payments. |
| Late Payment Status | Add custom status labels for overdue payments (e.g., "contacted", "in progress", "pending"). Used in the Update Payment Status section. |
| Selected Unit Steps To Notify - SMS Content | The SMS template sent to clients when a unit step notification fires. Supports placeholders: [delayed step], [number of days], [units names]. |
| Number To Words | Select the language for converting amounts to words on receipts and invoices. Two Arabic types available. |
| Delay Payment Grace Period (In Days) | Number of days after a payment's due date before it moves to Delayed Payments. |
| Delay Payment Fees ON/OFF | When ON, automatically calculates a penalty on delayed payments. |
| Delay Payment Fees Percentage % | The penalty percentage calculated from the delayed installment amount. |
| Remind Client with payment before (days) | Number of days before a payment is due to send a reminder notification to the client. |
| Notify Payments | When ON, sends payment notifications only to users who have payment permission. |
| Extra Delay Payment ON/OFF | When ON, enables the extra delay period and Extra Delayed Payments tab. |
| Extra Delay Payment Timer | Number of days after the regular delay grace period before an installment moves to Extra Delayed Payments. |
| Hide Units Section On Client Profile | When ON, hides the units section from the client's profile view. |
| Return Refunded and Discarded Units to Hide | When ON, units returned after a permanent refund go to Hidden status instead of Available. |
| Invoice Additional Note | Custom text added to the bottom of all invoices/receipts. |
| Payments Export Validation Hour (In Hours) | The time window (in hours) during which a payment export can be validated. |