How do I switch to year-based invoice numbers in Zircon CRM?

On the Invoices page in the Finance section you choose the year-based format, and if you start a new series you set the next number to 1. The change applies from the next invoice. For Hungarian companies, the official invoice number still comes from Számlázz.hu.

Can a finance manager access the settings without administrator rights?

Yes. In Zircon CRM viewing and editing settings are separate permissions that can be given to any role. A few actions, such as the system information page or running the scheduler by hand, still stay with administrators.

Where do I set the look of the invoice PDF in Zircon CRM?

On the PDF page in the Other section: font, font size, items table colours, logo, signature image, page numbers and paper format per document. You build the order of the company and client blocks from placeholders in the format fields.

Can I hide the table export button from staff in Zircon CRM?

Yes. In the table settings you choose whether the export button shows for all staff, only for administrators or for nobody. The same place decides whether each user's sort order is remembered and how many rows a page shows.

Where do module settings live in Zircon CRM?

Most modules, such as the Számlázz.hu integration, add their own page to the same settings menu. A few, such as the media library, Social Manager or the MCP server, are configured from their own menu.

Zircon CRM / Administration

Runs in the browser · HU / EN / DE

CRM settings on one screen, without programming

Zircon CRM keeps its CRM settings in one place: how the system numbers documents, notifies people, schedules work and lays out its PDFs. Every option is a switch, a list or a short text field, so you can put a new business rule into practice without programming.

Book a 20-minute demo All modules

7 sections, 30+ settings pagesSeparate view and edit rightsTest e-mail and test SMS

In short

What can you configure in Zircon CRM's system settings?

The system settings are Zircon CRM's central configuration area: more than 30 pages in seven sections, from company details through invoice numbering, PDFs and e-mail delivery to the scheduler. Modules add their own pages to the same menu. It is built for administrators and office and finance managers who want to adapt CRM settings to company rules without code.

Sound familiar?

The rules change, the system doesn't follow.

If two of these ring true, changing a setting is still a developer's job for your team.

01
A new invoice number series from January
You want year-based numbers from the new year, but nobody knows where to change it, or who dares to touch it.
02
The company block on the invoice looks wrong
The new address or the VAT number doesn't sit on the PDF the way it should, and nobody knows where the text comes from.
03
Every small change waits for the system administrator
The finance manager asks the administrator for every tweak, because someone either has access to all settings or to none.

What it does

What you can set in Zircon CRM.

Each page has its own tabs and tooltips, and after saving you return to the same place.

Seven sections in one menu

General, Finance, Configure Features, Integrations, AI Integration, Other and Misc sit in one left-hand menu. Modules such as the Számlázz.hu integration add their own pages to the same place.

Company details and logo

You enter a light and a dark logo, a favicon, the company name, address and VAT number. You build the order of the company block on PDFs from placeholders, and company custom fields can be included too.

Invoice numbering and defaults

You set the invoice prefix, the next number and the format: plain numbers, year-based (YYYY/000001) or a month-based variant. The default payment term, predefined client note and terms are added to every new invoice. You can allow deleting only the last invoice, so there are no gaps in the sequence.

PDF layout

Font, font size, the colours of the items table heading, logo, signature image and page numbers. You choose the paper format per document type: A4 or Letter, portrait or landscape.

E-mail, SMS, notifications

Here the administrator connects the mail server, the SMS provider and real-time notifications, and sends a test e-mail and a test SMS.

Scheduler and automatic operations

Per area you set the hour for automatic operations, when reminders go out, and after how many quiet hours a ticket closes. The command for the scheduled job (cron) on your server is here too.

How it works

Pick, change, save, and it applies.

01
Open the settings
An administrator opens the settings; the General page appears first.
02
Pick the page
In the left-hand menu they choose, for example, Invoices under Finance, and move between its tabs.
03
Change the options
Switches, drop-downs, colour pickers, uploads and text fields; the tooltip says what each option affects.
04
Save
After saving, the change applies to everyone at once: to new documents, e-mails, PDFs and the scheduler's next run.

Control

Settings are tied to permissions.

Separate view and edit

Viewing and editing settings are two separate permissions. A finance manager's role can have them without administrator rights.

What stays with administrators

Removing the logo or signature image, deleting tags, clearing sessions, the system and server information page and running the scheduler by hand are reserved for administrators.

System and server information

Administrators see server and database versions, upload limits, required server extensions and the scheduler's last run on one page. The page can be downloaded as an Excel file.

Works with

Where the settings carry on.

Honestly

Good to know before you start.

Invoice numbering applies to Zircon CRM's own invoices. For Hungarian companies, the number of the official, NAV-reported invoice comes back through the Számlázz.hu integration.
Google, Pusher, SMS and online payment settings need your own account with each provider.
Time-based settings only take effect when the scheduled job (cron) is configured on your server.

Before you write

Fair questions. Straight answers.

01
How do I switch to year-based invoice numbers in Zircon CRM?
On the Invoices page in the Finance section you choose the year-based format, and if you start a new series you set the next number to 1. The change applies from the next invoice. For Hungarian companies, the official invoice number still comes from Számlázz.hu.
02
Can a finance manager access the settings without administrator rights?
Yes. In Zircon CRM viewing and editing settings are separate permissions that can be given to any role. A few actions, such as the system information page or running the scheduler by hand, still stay with administrators.
03
Where do I set the look of the invoice PDF in Zircon CRM?
On the PDF page in the Other section: font, font size, items table colours, logo, signature image, page numbers and paper format per document. You build the order of the company and client blocks from placeholders in the format fields.
04
Can I hide the table export button from staff in Zircon CRM?
Yes. In the table settings you choose whether the export button shows for all staff, only for administrators or for nobody. The same place decides whether each user's sort order is remembered and how many rows a page shows.
05
Where do module settings live in Zircon CRM?
Most modules, such as the Számlázz.hu integration, add their own page to the same settings menu. A few, such as the media library, Social Manager or the MCP server, are configured from their own menu.

Let's talk.

The first call costs nothing
A human replies — not a bot

Bring a current invoice PDF and your numbering rule. In the demo we set the same up in Zircon CRM and show which role can change what.

E-mail: hello@zircon.hu
Phone: +36 30 487 7979
Hours: Weekdays 9–17
Support: support@zircon.hu (existing clients)