Organization Settings

Inzo organization settings cover currency and timezone (per organization and per user), payment terms, tax rates, late fee rules, reminder schedules, number formats, multilingual labels, and custom document templates, all configurable without code.

How it works

Currency and timezone are set at the organization level with per-user overrides, so distributed teams see times in their local zone while keeping organization defaults. Payment terms and tax rates are defined as reusable templates. Late fee rules and reminder schedules apply automatically based on their configuration. Document templates and labels are customized through a no-code designer, with multilingual support and number format options.

Key capabilities

• Organization-level currency and timezone with per-user overrides.
• Payment terms templates for consistent customer agreements.
• Tax rate configuration with normal, compound, and fixed types and inclusive or exclusive behaviors.
• Late fee rules with fixed amount or percentage options, grace periods, and maximum caps.
• Phase-based reminder schedules with escalation.
• No-code document template design per document type.
• Multilingual labels and configurable number formats.

Tips