Financial Settings

Configure tax rates, payment methods, and financial policies

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Financial Overview

Last updated: Never

Revenue

TZS 2.5M

+12.5% this month

Expenses

TZS 1.8M

+8.3% this month

Profit

TZS 700K

+28.1% this month

Tax Collected

TZS 450K

On track

Quick Financial Actions

Default Tax Rate

Applied to sales

Active Payment Methods

Payment options

Currency

TZS

Default currency

Discount Type

Percentage

Default discount

Tax Configuration

Tax rates and calculations

Default Tax Rate (%)

Applied to all taxable sales by default

Tax Calculation Method

How tax is calculated in sales

Tax ID/VAT Number

Business tax identification number

Tax Registration Status

Business tax registration status

Payment Methods

Configure accepted payment options

Traditional Payments

Cash

Physical cash payments

Credit/Debit Cards

Visa, Mastercard, etc.

Bank Transfer

Direct bank deposits

Digital Payments

Mobile Money

M-Pesa, Tigo Pesa, etc.

Cheque

Bank cheques

Cryptocurrency

Bitcoin, Ethereum, etc.

Discount Settings

Configure discount policies

Default Discount Type

Default discount calculation method

Maximum Discount Rate (%)

Maximum discount allowed per transaction

Enable Staff Discounts

Allow staff to apply discounts

Staff Discount Rate (%)

Default discount rate for staff

Currency Settings

Configure currency and exchange rates

Primary Currency

Main currency for transactions

Currency Symbol Position

Where currency symbol appears

Enable Multi-Currency

Accept payments in multiple currencies

Auto-Update Exchange Rates

Automatically update currency exchange rates

Invoice Settings

Configure invoicing and billing

Invoice Prefix

Prefix for invoice numbers

Invoice Number Format

How invoice numbers are generated

Payment Terms (Days)

Default payment due period

Enable Late Fees

Apply late payment fees automatically

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