Manage billing defaults in Finance Hub
Manage domain billing defaults, invoice settings, templates and tax profiles in Finance Hub.
Written by B3Networks Academy
Updated at October 31st, 2026
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Use Finance Hub > Configurations to manage domain billing defaults. Access depends on your assigned permissions.
The default payment settings previously shown in a customer’s Wallet are now under Configurations > Payment & credit. Invoicing, Template and Tax settings are also grouped here.
Payment & credit
Open Payment & credit to manage the default credit limit and postpaid setting for newly created customers. These defaults can be overridden for individual customers.
Invoicing
Open Invoicing to manage invoice notifications, the Company registration number, default due days and numbering settings. Changes save automatically.
Template
- Open Template.
- Choose Individual invoice, Monthly invoice or Credit note.
- Select the currency.
- Beside Due note or Paid note, select Update.
- Edit the note.
- Select Save.
Tax
Open Tax to review and manage tax profiles. Select Add to create a profile.
When changes apply
Payment & credit defaults apply to newly created customers and can be overridden for an individual customer. Updated invoicing and template settings are used for subsequently generated invoices and invoice PDFs. Review your tax profiles before creating documents that use them.