---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'FinancialSettings'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Settings
summary: >-
  **Settings** – configure all financial aspects of your stable, from company
  details to VAT, categories, billable activities/services and invoicing
  options.
helpKey: FinancialSettings
generated: true
tiles:
  vat:
    title: VAT percentages
    summary: >-
      Shows a short overview of the VAT percentages you have set up; use the
      button to open the full list for editing.
  categories:
    title: Categories
    summary: >-
      Configure the income and expense categories used in your financial
      reports.
  activity-prices:
    title: Activities
    summary: >-
      Set the price (excl. VAT) for each billable activity type, which
      determines the amount added to invoices when the activity is performed.
  service-prices:
    title: Services
    summary: >-
      View all billable services, with their name, income category, bundles and
      price (ex. VAT).
  general:
    title: General settings
    summary: >-
      Shows the organisation’s main invoicing options – the billing cycle for
      recurring services and the languages invoices can be printed in.
  service-bundles:
    title: Service bundles
    summary: >-
      Group multiple services into a single bundle (e.g., “Stable fee”) to
      simplify pricing and invoicing.
modals:
  translate-labels:
    title: Translate labels
    summary: >-
      Add or edit the text shown for this label in other languages. The changes
      take effect wherever the label appears.
  save-category:
    title: New category
    summary: >-
      Create or edit a financial category (purchases or sales) and define custom
      VAT levels and optional bookkeeping ledger codes.
  save-activity-price:
    title: Activity price
    summary: >-
      Set or edit a billable activity’s price, type, start date and accounting
      category. A past start date creates retroactive invoice items.
  save-service-price:
    title: Service price
    summary: >-
      Create a new billable service or edit an existing one, defining its name,
      price, category and optional bundles.
  update-settings:
    title: Update settings
    summary: >-
      Edit the organization’s finance defaults – billing cycle for recurring
      services, invoice languages and the fallback language for contacts without
      a matching language.
  save-service-bundle:
    title: Service bundle
    summary: >-
      Use this dialog to create a new service bundle or edit an existing one,
      filling in a **Name** and optional **Description**.
---

# Settings

Use this page to configure your organization’s financial setup: company details, VAT rates, income/expense categories, billable activities/services, and general invoicing options.

## Good to know
- You need rights to manage financial settings to see this page.
- The VAT tile shows a short subset; click **Manage VAT percentages** to open the full list.
- Tabs use the `tab` URL parameter, so you can link directly to a section.

translate labels
- **Add company** – Companies tab
- **Edit** – Companies tab (pencil icon)
- **Add category** – Categories tab
- **Edit** – Categories tab (row actions)
- **Add price** – Activities section of the Pricing tab
- **Add price** – Services section of the Pricing tab
- **Add service bundle** – Service bundles tile
- **Edit** – General settings tile

<!-- help-docs: modal translate-labels -->

## Translate labels {#translate-labels}

This form lets you add or edit translations of a label into other languages.

### Remove language
- Click the trash can icon next to a language to delete its translation; the language disappears from the list.

### Add language
- Press the **Add language** button to show a list of languages not yet used (your own language is excluded); click a language name to add an empty field.
- You can cancel this list with the **Cancel** button.

### After saving
- Press **Update** to save all entered translations; the new wording will appear on invoices, activities and other places where that label is shown, in the selected languages.

<!-- help-docs: tile vat -->

## VAT percentages {#vat}

This tile gives you a quick glimpse of the VAT percentages that are active in your organisation.

### Reading the VAT percentages
- **Percentage**: the VAT rate (e.g., “21%”). For export or reverse‑charge categories it shows “0% Export” or “0% Reverse‑charge”.
- **Level**: the VAT level that groups the percentages (if defined).
- **Active** (green badge): indicates this VAT percentage is currently in use.
- **Active at** (blue badge) followed by a date: the date when the percentage will become active (only shown if the start date is in the future).
- The heading above each table shows the name of the VAT level/group the listed percentages belong to.

### Open the full VAT percentages list
1. Click the **Setup VAT percentages** button (if no percentages exist) or the **Manage VAT percentages** button (if you already have some). The button is at the top‑right of the tile.
2. The app opens the VAT percentages page where you can add new percentages or edit and delete existing ones.

### Good to know
- The tile displays only a subset (up to two groups) of your VAT percentages. If you have more, a note tells you how many are hidden.
- The button text switches automatically from “Setup VAT percentages” to “Manage VAT percentages” as soon as at least one percentage is configured.
- You see this tile only if you have access to the financial settings of your organisation.

<!-- help-docs: tile categories -->

## Categories {#categories}

This tile lists all income and expense categories defined for your stable.

### Reading the Categories
- **Name**: the category name you gave (e.g., Vet visits).
- **Category type**: shows whether the category is for purchases or sales (Purchases / Sales).
- **VAT percentage**: a green **Standard** badge (globe icon) shows the default VAT; additional coloured badges show a country code and its custom VAT level.
- **Ledger** (one column per bookkeeping integration): the ledger code the integration uses for this category; a dash means none.
- The **book icon** at the start of each row simply marks the line as a category entry.

### Add a new category
1. Click the **Add category** button (plus icon) above the table.
2. In the dialog, fill in the required fields (Name, Type, etc.) and press **Save**.

### Edit an existing category
1. Click the three‑dot **menu** icon on the right of the row you want to change.
2. Choose **Edit**, adjust the fields in the modal and click **Save**.

### Remove a category
1. Click the three‑dot **menu** icon for the category.
2. Choose **Remove** (disabled for default categories).
3. Confirm by clicking **Remove** in the pop‑up.

### Good to know
- Only shown if you have rights to manage financial categories.
- Ledger columns appear only for bookkeeping integrations set up for your organisation.
- VAT badges follow the VAT percentages configured for your organisation; custom country levels can be added in the category settings.

<!-- help-docs: modal save-category -->

### New category {#save-category}

Use this dialog to create a new financial category or edit an existing one, grouping invoices and setting VAT rules.

#### Type
Select **Purchases** or **Sales** – determines if invoices are incoming or outgoing.

#### Name
Enter a name, except for a default category (its name is fixed).

#### Custom VAT levels
The table defines a **Vat level** per **Country**.
- The first row “All countries (catch all)” with **Standard** applies when no country is set and cannot be changed.
- Press **Add row** to add a country‑specific entry, choose a **Country**, then pick its **Vat level** (only levels for that country appear).
- Use the trash icon to remove a row.

#### Bookkeeping integration ledgers
If you use external accounting, enter the ledger code (external provider ID) for each enabled integration; select the company if you have several.

#### After saving
The category appears in the list under Financial Settings and can be selected for new invoices. No extra notification is sent.

<!-- help-docs: tile activity-prices -->

## Activities {#activity-prices}

The tile shows a list of all billable activity types, with their name, income category, current price (excl. VAT) and whether they are active.

### Reading the Activities
- **Activity name**: the activity’s name; a badge shows the linked activity type; a red **Disabled** badge means it’s hidden.
- **Income category**: the income category for this activity; shown as - if none.
- **Price (ex. VAT)**: the current price without VAT used for invoicing.
- **⋮ (menu)**: opens a menu with **Edit**, **Remove** (if active) or **Enable** (if disabled).

### Add a new activity price
1. Click **Add price** (plus icon) at the top right.
2. Fill in the form and press **Save**.

### Edit an activity price
1. Open the **⋮** menu for the activity.
2. Choose **Edit**, modify the fields, and click **Save**.

### Remove an activity price
1. Open the **⋮** menu for an active activity.
2. Select **Remove** and confirm.

### Enable an activity price
1. Open the **⋮** menu for a disabled activity (shows a **Disabled** badge).
2. Choose **Enable** and confirm.

### Good to know
- Only activity products of type "Activity" are listed.
- Prices are stored excl. VAT; VAT is added when invoicing.
- You need financial‑settings rights to see the **Add price**, **Edit**, **Remove**, and **Enable** options.

<!-- help-docs: modal save-activity-price -->

### Activity price {#save-activity-price}

Use this form to define a billable activity’s details and price.

#### Activity type
- Choose an activity type to link the price to a predefined activity (e.g., riding, vet visit). Leave empty if the activity is not in the list.

#### Start date
- Pick the date when the activity starts. When editing an existing price the field is disabled. A past date creates invoice items retroactively.

#### Income category
- Select the income category under which the revenue will be booked in your accounting.

#### Price
- Enter the amount; the currency defaults to your organisation’s currency but can be changed.

#### Translations
- The small translate button next to **Name** and **Customer description** opens a dialog to add labels in other languages.

#### After saving
- The activity price is added to the activity‑price list and can be used when invoicing future or retroactive activity items.

<!-- help-docs: tile service-prices -->

## Services {#service-prices}

This tile lists all billable services you charge customers for, with their name, income category, service bundles and price (ex. VAT).

### Reading the Services
- **Service name**: name of the billable service; a red **Disabled** badge indicates the service is deactivated.
- **Income category**: accounting category linked to the service.
- **Service bundles**: blue badges show which bundles include this service.
- **Price (ex. VAT)**: price before VAT; the text per … tells whether the price is per Day, Month or Year.

### Add a new service price
1. Click the **Add price** button at the top right of the tile.
2. Fill in the fields in the New service price form that appears.
3. Press **Save** to create the service; it will show up in the list.

### Edit an existing service price
1. Click the three‑dot icon on the row you want to change.
2. Choose **Edit**.
3. Update the details in the Edit service price form and click **Save**.

### Deactivate a service
1. Click the three‑dot icon on the service row.
2. Choose **Remove**.
3. Confirm the deletion in the dialog.

### Reactivate a disabled service
1. Click the three‑dot icon on a disabled service row.
2. Choose **Enable**.
3. Confirm the action in the dialog.

### Good to know
- The tile appears when you can access Financial Settings and have rights to edit services.
- Only services of type “subscription” are shown; hidden services are listed at the bottom.
- Prices are shown before VAT and display the time frame (per day, month or year).

<!-- help-docs: modal save-service-price -->

### Service price {#save-service-price}

***Use this dialog to add a new billable service or modify an existing one.***

#### Name
- Enter the service name. Click the globe icon to open **Translate product labels** and add translations.

#### Income category
- Select the income category (sale category).

#### Price per
- Choose Day, Month or Year – this defines the period for recurring charges.

#### Suggested price
- Set the default price (using the organisation’s default currency). It’s used for new recurring services but can be overridden.

#### Service bundles {#service-bundles-2}
- Assign the service to one or more bundles, or click **Create new service bundle** to add a bundle instantly. Bundles appear as badges.

#### Customer description
- Enter the customer‑facing text and use the globe icon to open **Translate customer description labels**.

#### This service is done on the customer's location
- Enable to apply the customer’s VAT rate when the service is performed at the customer’s location.

#### After saving
- The service appears in the billable‑services list and can be selected for invoices or recurring services.

<!-- help-docs: tile general -->

## General settings {#general}

This tile shows the organisation’s main invoicing settings, including the billing cycle for recurring services and which languages invoices can be printed in.

### Reading the General settings
- **Billing cycle of recurring services align to first of month**: indicates whether recurring services are billed on a monthly cycle that always starts on the first day of the month (Yes) or on each service’s start date (No).
- **Available invoice languages**: the languages in which invoices can be generated for the organisation; used to automatically set a contact’s invoice language based on their country.
- **Fallback invoice language**: the language used for a contact whose own language isn’t among the available invoice languages.

### Change a setting
1. Click the **Edit** button (pencil icon) on the tile.

### Good to know
- The tile appears only after the organisation details have loaded; a loading spinner is shown meanwhile.
- All values are taken from the currently selected organisation’s configuration.
- The **Edit** button is visible only if you have permission to modify the organisation’s financial settings.

<!-- help-docs: modal update-settings -->

### Update settings {#update-settings}

Use this form to change the organisation’s finance defaults.

#### Billing cycle of recurring services align to first of month
- Check to align recurring service billing to a monthly cycle that always starts on the first day of the month; leave unchecked to bill based on each service’s start date.

#### Available invoice languages
- Select one or more languages from the list; the chosen languages become available for generating invoices and are used to set a contact’s invoice language automatically.

#### Fallback invoice language
- Pick a single language that will be used for contacts whose own language isn’t among the available invoice languages; this field must be filled.

#### After saving
- The new settings are saved for your organisation, the dialog closes and the updated values appear in the General settings tile; all future invoices and billing cycles use the new configuration.

<!-- help-docs: tile service-bundles -->

## Service bundles {#service-bundles}

This tile lists the service bundles you have defined. You can add, edit or remove bundles to group services for pricing and invoicing.

### Reading the Service bundles
- **Name**: the bundle’s name.
- **Description**: optional text that explains the bundle’s purpose.

### Add a service bundle
1. Click **Add service bundle** above the list.
2. In the dialog, enter a **Name** (required) and, if desired, a **Description**.
3. Press **Save**.
4. The new bundle appears in the list.

### Edit a service bundle
1. Click the three‑dot **icon** at the right of the bundle you want to change.
2. Choose **Edit**.
3. Update **Name** and/or **Description** in the dialog, then click **Save**.
4. The list updates.

### Remove a service bundle
1. Click the three‑dot **icon** for the bundle.
2. Choose **Remove** (shown in red).
3. Confirm by clicking **Remove** in the confirmation dialog, or click **Cancel** to abort.
4. The bundle disappears from the list.

### Good to know
- The tile is shown only if you have rights to manage service bundles.
- Bundles can later be attached to service prices.
- Removing a bundle is permanent and cannot be undone.

<!-- help-docs: modal save-service-bundle -->

### Service bundle {#save-service-bundle}

Use this window to add a new service bundle or change an existing one.

#### Description
- Write a short note that explains why you use this bundle; you can leave it empty if you don't need extra information.

#### After saving
- The bundle is saved and appears in the list of service bundles in the financial settings. The dialog closes automatically. You can now select the new or updated bundle when assigning services to invoices.