Company administrators, authorised finance staff and clients where indicated.
Find answers to common questions about CRMCEO. Available menus and actions depend on your plan, enabled modules, company settings and permissions.
Where do I change invoice numbering and document prefixes?
Related existing guide: Create and review a customer invoice
An administrator can use Settings → Finance Settings to configure invoice, estimate and credit-note numbering/prefixes. Review the displayed sample before saving.
How do I customize invoice appearance and visible information?
Related existing guide: Create and review a customer invoice
Review Finance Settings for the logo, templates, language, client information, additional information and terms. Preview a generated document to confirm the intended presentation.
How do I set unpaid-invoice reminders?
Related existing guide: Create and review a customer invoice
Configure the reminder interval in Finance Settings. Reminders apply to unpaid invoices; verify the invoice’s status when investigating an unexpected reminder.
How do I show bank payment details on an invoice PDF?
Related existing guide: Create and review a customer invoice
Add the bank details in Finance Settings → Invoice Payment Details, then choose the bank while creating the invoice. This supplies document information, not an automatic bank connection.
How do I add another transaction currency?
Related existing guide: Create and review a customer invoice
An administrator can add currencies in Settings → Currency Settings, making them available for supported financial records. Select the correct currency when preparing each document.
Where do I change how currency amounts are displayed?
Related existing guide: Create and review a customer invoice
Use Currency Format Settings within Currency Settings. These controls affect amount presentation on screen and financial documents; review a document after changing the format.
How do I refresh exchange rates?
Related existing guide: Create and review a customer invoice
Use the exchange-rate update option in Currency Settings, if available. Review the resulting values before relying on converted totals; an exchange-rate setting is not a bank-conversion quote.
Where do I configure taxes used on invoices and products?
Related existing guide: Create and review a customer invoice
An administrator can configure company tax entries in Tax Settings for use on products and invoices. Confirm the correct rates and treatment with your finance adviser; configuration alone does not establish tax compliance.