Your Finance Settings are where you can assign a financial contact, set invoice settings, and more.
From the left navigation menu, select
[Menu] → Finance.From the left navigation menu, select Settings → the group of settings you want to manage.
Setting | Description |
Manage and edit your legal entities information such as billing address and tax information. | |
Manage your billing groups here. You can edit the name and funding account or view document settings through this screen. | |
Manage your funding accounts here. Edit the name and see what currency and billing groups they belong to. |
