# Finance Settings

## Overview

Finance Settings controls all financial rules — delay periods, penalties, notifications, payment options, and more.

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## Settings Reference

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