Finance Configurations Overview

The Finance Configurations module allows you to set up and manage the financial parameters and tools within the Bounce application.  It enables you to add and manage product categories, tax classes, reminders, payment terms, discount categories, and payment methods.  In this module, you can configure the invoices, discounts, payment requests, invoice templates, and payment receipt settings.

For more information, refer to the following sections:

• Adding Product Category

• Managing Product Category

• Adding a Tax Class 

• Managing Tax Class

• Adding a Reminder

• Managing Reminders

• Configuring Invoice 

• Adding Payment Terms

• Managing Payment Terms

• Enabling/ Disabling the Discount Configuration

• Adding Discount Category

• Managing Discount Category

• Configuring Payment Request 

• Adding Payment Method

• Managing Payment Method

• Configuring  Invoice Template 

• Configuring Payment Receipt Template