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Settings

Finance Settings

Configure finance defaults, payment gateways, taxes, templates, and numbering.

Finance settings should be reviewed before sending invoices, estimates, or payment links.

What Finance Settings Control

Finance settings define how invoices, estimates, credit notes, payment methods, taxes, templates, and client payment options behave across the workspace. Review them before your first finance document goes to a client.

Connect Payment Gateways

Open Settings → Finance and review Payment Gateways.

Stripe

  1. Expand Stripe.
  2. Select Connect Stripe.
  3. Complete the Stripe Connect onboarding flow.
  4. Return to Agiled and confirm the gateway shows as connected.

Stripe is the recommended option for card payments because Agiled uses Stripe Connect onboarding instead of asking you to paste secret keys into the form. If onboarding is incomplete, the gateway can appear pending until Stripe enables charges on the account.

Provider reference: Stripe Connect onboarding

PayPal

  1. Expand PayPal.
  2. Enter the PayPal Client ID.
  3. Enter the PayPal Secret.
  4. Choose Live or Sandbox mode.
  5. Select Connect PayPal.

Use sandbox mode only for testing. Live mode should use credentials from your production PayPal app.

Provider reference: PayPal REST app credentials

Mollie

  1. Expand Mollie.
  2. Enter the Mollie API key.
  3. Select Connect Mollie.

Mollie is useful when your clients need local payment methods supported by your Mollie account.

Provider reference: Mollie API keys

Add Offline Payment Methods

Offline methods appear as payment options when clients pay outside an online gateway.

  1. In Offline Payment Methods, select Add Method.
  2. Enter a clear method name, such as Bank Transfer, Wire Transfer, or Cash.
  3. Choose a type: bank transfer, cash, cheque, or custom.
  4. Add instructions that clients need to complete payment, such as bank account details, transfer reference instructions, or office address.
  5. Leave Active on if clients should see the method now.
  6. Save the method.

Use the edit action to update instructions. Use delete only when the method should no longer be offered.

Configure Invoice Defaults

Invoice defaults prefill new invoices and affect client-facing invoice output.

  • Currency: the default currency for new invoices.
  • Language: the default document locale.
  • Template: opens Finance Templates so you can choose or edit the invoice design.
  • Default Due After (Days): how many days after issue date the invoice is due.
  • Theme Color: a color token or hex value used by the document template.
  • Tax Application: whether tax is calculated before or after discounts.
  • Auto-send recurring invoices by default: makes recurring invoices send automatically unless changed on the invoice.
  • Show tax breakdown: displays detailed tax lines to clients.
  • Show Tax Registration: reveals tax label and tax registration number fields for the document.
  • Default Terms: reusable payment terms shown on invoices.

After changing defaults, select Save Settings. Existing sent invoices keep their saved values; new invoices use the updated defaults.

Configure Invoice Numbering

Invoice numbering controls the visible invoice number format.

  1. Find Invoice Numbering.
  2. Set a prefix, such as INV-.
  3. Set a suffix if your team uses one.
  4. Set padding, such as 4 for numbers like 0001.
  5. Set a pattern if your workspace uses a custom numbering pattern.
  6. Save settings before creating the next invoice.

Use the same process for Credit Note Numbering and Estimate Numbering. Avoid changing numbering repeatedly after client documents have already been issued because it can make external accounting review harder.

Configure Estimate Defaults

Estimate defaults work like invoice defaults but apply to new estimates.

  1. Choose the default estimate currency.
  2. Choose the default language.
  3. Open Finance Templates if the estimate design needs to change.
  4. Decide whether estimates should show tax breakdowns.
  5. Upload an estimate logo if estimates should use different branding from invoices.
  6. Save settings.

Upload Invoice And Estimate Branding

Use Invoice Branding and Estimate Branding to upload logos for finance documents. The preview updates after selecting the file so you can confirm the right image before saving.

Use a clean logo file with enough contrast for PDF and email previews. If the workspace also has organization branding, keep finance branding aligned so clients see consistent company identity.

Configure Taxes

Tax settings define reusable tax rates for invoice and estimate line items.

  1. In Tax Settings, select Add Tax.
  2. Enter the tax name, such as VAT, GST, or Sales Tax.
  3. Enter the tax rate as a percentage.
  4. Turn on Default if this should be the default tax for new finance lines.
  5. Keep Active on while the tax should be available.
  6. Save settings.

Only one tax can be marked as default. Removing an existing saved tax deactivates it so older documents can still keep their historical tax information.

Before Sending Client Documents

Review these settings before the first invoice or estimate is sent:

  • Payment gateways are connected and in the correct live or sandbox mode.
  • Offline payment instructions are complete and client-safe.
  • Invoice and estimate templates match your brand.
  • Currency, language, due date, and tax behavior are correct.
  • Numbering produces the format your team expects.
  • Tax registration details are shown only when needed.

Configure SMTP Sender Settings

Set custom SMTP host, credentials, encryption, and sender identity.

Finance Template Settings

Manage invoice and estimate templates from workspace settings.

On this page

What Finance Settings ControlConnect Payment GatewaysStripePayPalMollieAdd Offline Payment MethodsConfigure Invoice DefaultsConfigure Invoice NumberingConfigure Estimate DefaultsUpload Invoice And Estimate BrandingConfigure TaxesBefore Sending Client DocumentsRelated Docs