Finance configuration

The finance module and its configurations is an important element of the Splynx billing system. The finance global configuration allows you to configure the automation of the financial processes in Splynx; processes like pairing, notifications and reminder settings, payment accounts and payment methods, etc. In finance settings, you can configure billing settings of customers and define parameters of invoices, proforma invoices and receipts.

Please follow the links below for tutorial pages on each part of Finance configuration:

• Automation

• Change plan

• Cost categories

• Finance settings

• Fixed cost

• Notifications

• Pairing

• Payment accounts

• Payment methods

• Reminders

• Taxes

• Transaction categories