Clinic location finance settings (read and write): Allows users to view and edit the Finance tab.

Access/edit handling and injection fee settings (read and write): Allows users to view and edit the Handling & Injection fees tab.

Clinic location settings (read and write): This grants access to all other tabs under Settings > General > Clinic location, but excludes the Finance and Handling & Injection fees tab.

Show prices with Vat: Controls whether prices in the system are displayed with VAT included or excluded.

Allow editing consultation items from invoice pages: If selected, changes made to consultation item quantities and prices from the invoice page are also reflected on the consultation page.

Update linked item attributes: If selected, changes to parent item attributes are automatically synced to linked items. Attributes include quantity, price modification (%), reporting dimensions, performer, and connected user.

Allow editing payer of finalized invoice: Select who can edit the payer information of finalized invoices. Editing the payer is not recommended if the invoice has already been printed or emailed to the client. Options include: Not allowed, Everyone can edit, Managers and administrators can edit, or Administrators can edit.

Disallow anonymous sales: If selected, invoices cannot be finalized without selecting a client.

Prevent payments to fully paid invoices: If selected, additional payments cannot be added to invoices that are already fully paid.

Enable payment cancellations: If selected, users with the specific user permission Cancel payments (read and write) can cancel payments. Canceling a payment creates a new entry with the opposite value. These cancellation entries are not printed on the invoices.

Payment cancellation to the same date: If selected, the canceled payments use the same date as the original payment. If the original payment is from a previous month, the cancellation payment uses the current date instead.

Allow setting payment cancellation date: If selected, users can manually set the cancellation date. The date cannot be earlier than the date defined in the Earliest possible date for financial events setting.

Enable payment notes: If selected, an internal text field is available on the invoice page for adding comments to payments.

Disable payment shortcuts: If selected, quick payment options are disabled in the invoice finalization dialog when using the standard finalization workflow.

Enable prepayments: If selected, prepayments can be added from the client page.

Allow setting prepayment date: If selected, users can manually set the prepayment date.

Prepayment refund to the same date: If selected, refunded prepayments use the same date as the original prepayment. If the original prepayment is from a previous month, the refund uses the current date instead.

Allow setting prepayment refund date: If selected, users can manually set the refund date for prepayments.

Require prepayment descriptions: If selected, the prepayment description field becomes mandatory.

Enable payment transfers to prepayments: If selected, payments from an invoice can be transferred to the client’s prepayments. The transfer cancels the original payment on the invoice.

Payment transfer to the same date: If selected, transferred payments use the same date as the original payment. If the original payment is from a previous month, the transfer uses the current date instead.

Allow setting prepayment transfer date: If selected, users can manually set the transfer date.

Enable credit note transfer to prepayments: If selected, credit notes can be transferred to prepayments using the Transfer to prepayments option on credit notes.

Earliest possible date for financial events: Defines the earliest date allowed for financial changes in the system. Invoice or payment dates cannot be manually set earlier than this date.

Enable automated financial period locking: If selected, the Earliest possible date for financial events setting is updated automatically.

Financial period locking day: Defines the day of the month when the "Earliest possible date" should update. If a month has fewer days (for example, February), the last available day of the month is used.

Credit note date logic: Select how credit note dates are set by default. Options include: Editable, default is current date, Editable, default is the original invoice date, or Always current date.

Credit note quantity limit: If selected, a credit note row quantity cannot exceed the quantity on the corresponding original invoice row.

Disable consolidated invoices: If selected, the creation of consolidated invoices is disabled.

Include consolidated invoices on print by default: If selected, consolidated invoices are included in printouts by default.

Allow revoking consolidated invoices older than the current month: If selected, consolidated invoices dated earlier than the current month can be revoked.

Enable invoice total sum rounding: Defines how the total sum of invoices is rounded. Options include: Disabled, Round to nearest 0.05, Round to nearest 0.10, Round to nearest 0.50, or Round to nearest whole number.

Rounding item: Select the item that is added to the invoice to apply the rounding. This option is visible only when rounding is enabled.

Enable invoice due sum rounding to zero: Defines rules for rounding the invoice due sum to zero when the remaining balance is below a specified threshold.

Automatic invoice due sum payment methods: Defines the payment methods for which the invoice due sum is automatically rounded when the invoice is paid.

Auto-check "Agreed to pay later" when finalizing invoices: If selected, the Agreed to pay later option is selected by default during invoice finalisation.

Enable single-step finalization and payment for invoices and counter sales: If selected, invoices can be finalised and paid in a single step.

Allow ending consultation without an invoice: If selected, consultations with a total of zero can be ended without finalising an invoice.

Require reporting dimension 2 on the selected items: Items added to this field must have "Reporting Dimension 2" set before the invoice can be finalized.

Enable alternative invoicing profiles: If selected, alternative invoicing profiles can be added to client profiles.

Client "On Stop" tags: Add client tags that are displayed when a client is marked with the On stop status.

Hide clients spending information on client and patient sidebar: If selected, client spending data is hidden from the sidebar.

Enable discount invoices report: If selected, the Discount invoices report becomes available in the Reports section.

Include draft credit notes and invoices in client balance calculation: If selected, draft invoices and credit notes are included in the client balance calculation.