Introduction
Written by B3Networks Academy
Updated at October 31st, 2026
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Table of Contents
Overview
Finance Hub manages payment information, wallet balances, refunds, withdrawals, invoices, credit notes and related financial tasks. It is available through the Admin Portal.
Access
Ask your Owner to grant the Finance Hub access required for your work. Available tabs and actions depend on your organization’s setup and assigned permissions.
Wallet
Use Wallet to search for a customer organization and review its balances and credit limit. On domains that support external customers, Wallet search also includes results labelled External.
Configurations
Use Configurations for domain billing defaults:
- Payment & credit: default credit limit and postpaid setting for newly created customers.
- Invoicing: invoice notifications, company registration number, due days and numbering.
- Template: invoice and credit-note notes by document type and currency.
- Tax: tax profiles.
These domain defaults are separate from an individual customer’s Wallet settings.
Favorite organizations
Use the star on an organization’s Wallet page to save it as a favorite. Favorite organizations are also available in Sales Hub. Favorites are not available for external customers.
