CRM Settings

Every CRM-related toggle and default lives under Settings → CRM. This page is the reference for what each setting does, where it’s used, and what the safe defaults are.

Many CRM settings concern legal or financial defaults (payment terms, IBAN, VAT rates, contract block bodies). Read the CRM overview’s Legal & financial defaults section before customising these for real customer-facing use.

For the feature flags that turn each CRM module on / off, see Settings → Features (documented inline on the Features tab itself — quotes, bills, contracts, hoursLogging, calendar, clients, customerPortal, crmDevelopment).

The cost-side counterpart settings (chart of accounts, VAT codes, VAT registration, mileage / per-diem rates, the accounting / incomingInvoices / expenses / taxReport / incomingMail flags) live under Settings → Accounting — see Admin Settings → Accounting.

Business profile

The issuer block that appears on every quote / contract / invoice PDF.

Setting	Used in	Notes
Business name	Issuer block, email signatures	Required — documents refuse to render without it
Address (street, city, postal, country)	Issuer block	Required
Tax ID (Steuernummer / VAT number)	Tax report, issuer block	Required if your jurisdiction needs it visible on invoices
Phone, website, email	Issuer block, footer	Optional
Timezone	Calendar rendering, scheduled-send timing	Required for the Calendar feature
Default currency	Default for new quotes / invoices	Can be overridden per document
Default language	Default for new quotes / invoices	Can be overridden per document

The values seeded on first install come from your .env (ADMIN_* vars) and a placeholder fallback. Replace every placeholder before sending any real document.

Business bank accounts

The CRM supports multiple bank accounts (e.g. one CHF, one EUR). Each invoice references one bank account by ID; the issuer block on the PDF shows that account’s IBAN.

Per account:

Account holder name
IBAN (validated client-side via the iban library)
BIC / SWIFT (optional)
Currency
Default-for-currency flag (one account per currency can be marked default; new invoices in that currency pick it)
QR-bill enabled (Swiss only — uses the swissqrbill library to render the QR payment slip on the PDF)
Creditor reference type (for Swiss QR-bills: QRR vs SCOR vs NON — your bank dictates which)

Confirm with your bank that the IBAN + reference format you ship to customers is what their payment systems expect. Swiss QR-bill formatting varies between cantonal banks; a wrong creditor-reference type means the customer’s bank rejects the QR scan.

Payment terms

Templates that you attach to quotes / invoices to set the customer’s payment deadline. Three template types coexist (migration 124 split):

Legacy templates (`payment_term_templates`)

Single-row terms like “Net 30” or “Sofort fällig”. Seeded with German / English bilingual presets:

Komplettzahlung nach Auslieferung (full payment on delivery)
Sofort fällig (immediate)
Net 14, Net 30 — pay by 14 / 30 days after issue
10 % Anzahlung / 90 % nach Lieferung (10 % deposit, 90 % on delivery — implicit installment hint)

You can edit, deactivate, or add your own. Active templates appear in the quote / invoice editor dropdown.

Split templates (Net-days + timing)

A newer model splits “when is it due” (payment_net_days_templates: 14 days, 30 days, etc.) from “when does the timer start” (payment_timing_templates: from-issue, from-delivery, from-acceptance). Pick one of each → composite term.

This shape supports things the legacy single-row templates couldn’t, like “Net 30 from delivery” vs “Net 30 from acceptance”.

Skonto (early-payment discount)

Each template can carry a Skonto offer (“2 % discount if paid within 7 days”). When enabled (crm_quotes_skonto_enabled), the discount is rendered on the PDF and the customer-portal bills tab.

skonto_disabled per-invoice override exists for cases where you want to suppress the Skonto on a specific invoice without removing it from the template.

Document numbering

Configurable in Settings → CRM → Document numbering.

Each document type (quote, invoice, contract) gets a format string. Defaults:

Quotes: Q-{YEAR}-{SEQ:04d} → Q-2026-0042
Invoices: INV-{YEAR}-{SEQ:04d} → INV-2026-0042
Contracts: K-{YEAR}-{SEQ:04d} → K-2026-0042

Available tokens:

{YEAR} — 4-digit current year
{MONTH:02d} — 2-digit month
{SEQ} or {SEQ:0Nd} — sequence number, zero-padded to N digits

The sequence counter is per-document-type per-year, gap-free, atomic. Storno documents draw from the same sequence as regular invoices (§14 UStG requires this).

Changing the format string mid-year is safe — the sequence counter advances regardless of how it’s formatted. But your customers will see the format change, which can confuse them. Pick a format and stick with it for the year.

Reminder defaults (invoice dunning)

When crm_invoices_reminders_enabled is true, configures the dunning ladder.

Setting	Default	Notes
Days past due → reminder 1	7	`invoice_reminder_first` email
Days past due → reminder 2	14	`invoice_reminder_second` email
Days past due → reminder 3 (final)	30	`invoice_reminder_final` email
Late fee per cycle	0 (disabled)	Set via `crm_invoices_late_fee_enabled` + amount
Late fee currency	inherit from invoice	Per-document override possible

After reminder 3 no automatic reminders fire — the admin handles direct follow-up.

Event reminder defaults

When crm_event_reminders_enabled is true (off by default), the scheduler sends a pre-event reminder to the customer.

Setting	Default	Notes
Days before event → reminder	3	`event_reminder_default` email
Per-event-type overrides	none	`event_reminder_{type}` templates seeded for `wedding`, `family_session`, `corporate`, etc. — customise per type if the messaging differs
Per-event opt-out	per-event	`events.event_reminder_disabled` flag — useful for repeat / commercial customers who don’t want the reminder

Terms of Service (ToS)

Four free-text settings for the legal blurbs that appear on:

The customer portal footer (crm_tos_customer_portal)
The public quote response page (crm_tos_quote_response)
The public contract signing page (crm_tos_contract_sign)
The public payment-check page (crm_tos_payment_check)

Each carries a default plain-language placeholder. Replace with your own legal text reviewed by a lawyer before going live.

Customer surface defaults

When customerPortal is on, individual customers can have CRM surfaces selectively enabled. These settings control the default for newly-created customers:

Setting	Effect on new customers
Customer quotes default ON	New customers see the Quotes tab on their portal
Customer bills default ON	New customers see the Bills tab
Customer contracts default ON	New customers see the Contracts tab
Customer hours default OFF	New customers don’t get an Hours tab (rarely useful for customer-facing)

Each per-customer override is on the customer detail page.

Developer tools

Enabling CRM developer tools (crmDevelopment feature flag) exposes:

An in-app email tester at /admin/clients/dev — preview every CRM-related email template (quote_sent, invoice_paid_receipt, contract_fully_signed, etc.) without waiting for the real lifecycle event.
Per-template “Render to preview” + “Send to my admin email” buttons.

Strictly opt-in. Default off on every install. Useful for designing email overrides without spamming a real customer.

Per-event overrides

A few CRM-adjacent settings live on the event record rather than globally:

event_reminder_disabled — turn off the pre-event reminder for this event
event_reminder_offset_days — override the default days-before for this event
event_reminder_body_override — override the default reminder email body for this event

These show on the Edit Event form under Reminders.