CiuisCRM Documentation

2.2.How to manage Financial Settings? #

1. Financial Settings can be found under the settings page as shown below

  • Currency: This is the preferred currency. This will be used throughout the app.
  • Terms & Conditions Title: The title you want to give to the terms and conditions section.
  • Terms & Conditions: The terms and conditions to be displayed on all the documents created.

2. Click on  to save any changes.

Last updated on July 3, 2019
Suggest Edit