Revenues

Settings

Revenue defaults, invoice branding, payment instructions, time settings, and tax rates.

Revenue Settings

Update tenant revenue preferences through the server settings workflow.

Error

Tenant resolution failed: no tenant claims or headers were provided and fallback is not permitted.

Default currency -

Default tax None

Time step 15m

Defaults apply to future revenue documents. Historical documents keep server truth.

Default currency Payment terms Time allocation step Footer note

Show item code on invoice lines Show service date for time entries Show line tax code

Account name Bank Branch or address Account number Routing / BSB IBAN SWIFT / BIC Payment reference note

Primary colour Accent colour

Manage tax library records used by future estimate and invoice lines.

Include inactive

Default tax for new documents None

Used when a new estimate or invoice line does not choose a more specific tax rate.

Default tax rate

No tax rates match the current filter.