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Post-Installation, there are several common settings that should be reviewed and adjusted as necessary.

Localization

Localization (L10n) settings can be found under Settings > Company > General.

  • Set the calendar start date
  • Set the timezone
  • Set the default country

Invoice and Charge Options

Info

Please note that these settings can also be specified on the client group level. Changes here affect only client groups who inherit their settings from the company.

Invoice and Charge Options settings can be found under Settings > Company > Billing/Payment.

  • Set the number of days in advance invoices are created
  • Set when to process automatic payments
  • Set how many days past due before a service is suspended