What this page is for
Finance is a package you switch on under Modules (included in Professional and Enterprise). It brings the money back-office: Tax rates, Invoices and credit notes, Billing schedules for repeating invoices, Verify payments, money Receipts, Money owed with reminders and write-offs, Refunds, and Approvals for money decisions. Payables and the ledger follow in a later release.
Who can use it
- Switching it on needs Switch modules on and off.
- Each part has its own permissions; tax rates are changed by Finance only.
How to switch it on
Open Modules and select Switch on on the Finance card.
Fields and columns
The package itself has no fields. Each part has its own pages.
Statuses and automation
Switching it off hides the finance pages. Nothing is deleted.
Settings that change this page
Each part has its own settings under Module settings.
FAQs
Can I use invoicing without tax? Yes; invoices simply carry no tax lines until you add rates.
Troubleshooting
| Problem | What to do |
|---|---|
| "Not in your licence" | Your edition doesn't include Finance. Upgrade to Professional. |