This screen configures currency, tax, numbering, and reminder behavior for estimates and invoices.
How to Open These Settings #
Go to Hive CRM → Settings → Estimates & Invoices. The screen has three tabs: Currency & Tax Rates, Estimates & Quotes, and Invoices & Automation.
Currency & Tax Rates #
- Currency & Regional Formatting — choose your store currency (USD, EUR, GBP, CAD, AUD, JPY, INR, SGD, and more) and regional language formatting.
- Tax Calculation Policy — enable Line-Item Specific Taxes if different products/services need different tax treatment on the same document.
- Tax Rates & Surcharges — add named tax rates (for example “VAT 20%” or “State Tax”) as either a percentage or a fixed amount.
- Quantity Units & Measurement Types — define the units available for line items (for example Hours, Units, License).
Estimates & Quotes #
- Estimate Number Prefix — the prefix used for every estimate’s identifier (for example
EST-1042). - Expiration & Client Reminders — enable Automatic Expiration Reminders and set how many days before (and after) expiry a reminder is sent.
Invoices & Automation #
- Invoice Number Prefix — the prefix used for every invoice’s identifier (for example
INV-1042). - Invoice Due Date Reminders — configure automatic reminders sent before and after an invoice’s due date.
- Recurring Invoices & Subscriptions — enable Recurring Invoice Engine to allow recurring billing schedules, choose the billing Interval, and optionally enable Auto-Send so each generated invoice is emailed to the client automatically.
