CRM Settings & Configuration

CRM Settings General Invoicing Email Tax Business name Your Business Ltd Default currency GBP (£) Invoice prefix INV-

Configuring Your CRM

The Settings area lets you customise how Twentu CRM works for your business.

Numbering

  • Order Prefix – e.g., ORD (produces ORD-001, ORD-002...)
  • Invoice Prefix – e.g., INV
  • Quote Prefix – e.g., QUO

Tax Settings

  • Default Tax Rate – e.g., 20%
  • Tax Name – e.g., VAT
  • Tax can be enabled or disabled per business

Payment Terms

  • Invoice Payment Terms – Default days until payment is due (e.g., 30 days)
  • Quote Validity – Default days a quote remains valid (e.g., 30 days)

Currency

  • Currency Code – e.g., GBP
  • Currency Symbol – e.g., £

Business Details

Your business information appears on invoices and quotes:

  • Business name, address, phone, email
  • VAT number
  • Bank details (name, account number, sort code)

Email Configuration

  • From Address – The email address that appears as the sender
  • Default CC – Automatically CC this address on all sent emails

Feature Toggles

  • Enable Quotes – Toggle the quotes module
  • Enable Client Portal – Allow clients to view documents online