Settings

Payment Types
List of topics introduction creation integrations SEPA PAYPAL NEXI/XPAY activation of online payments statistic details 1. Introduction Pay...
Thu, 6 Jan, 2022 at 2:23 PM
Document Numerators
List of topics creation of a numerator how to edit a numerator how to start a new numeration user case 1. Creation of a Numerator Numerators are imp...
Thu, 6 Jan, 2022 at 2:10 PM
Documents
List of topics introduction creation of a document template advanced optional configurations descriptions notesĀ  devices statistic details docume...
Wed, 28 Sep, 2022 at 3:17 PM
Tax Management
List of topics prerequisites introduction basic configuration tax creation configuration for automatic payment-receipts advanced configuration: use...
Wed, 16 Mar, 2022 at 3:15 PM
Accounting (Deletion of Cash-Flow Records)
To view and delete cash-flow records (book of prime entry), click on Settings -> Accounting -> Delete. Please refer to this manual to know more about...
Wed, 27 Jan, 2021 at 5:08 PM
Cash Registers
List of topics introduction utilities configuration of a cash register connection settings FAQ 1. Introduction In order to use a cash register fo...
Mon, 9 Nov, 2020 at 11:20 AM
CRM Targets
You can create a list of the the main types of CRM goals (related to CRM tasks) by clicking on Settings -> CRM Targets. Click on the button Add Type ...
Tue, 30 Nov, 2021 at 11:46 AM
CRM Tasks
List of topics introduction creation of a CRM task 1. Introduction Tasks are fundamental for CRM operations. A task can be identified as follows: ...
Tue, 30 Nov, 2021 at 11:49 AM
CRM Outcomes
List of topics prerequisites introduction creation default outcomes 1. Prerequisites To understand the concept of CRM outcomes it is necessary to kn...
Tue, 30 Nov, 2021 at 11:53 AM
Notification Templates
List of topics introduction configuration available notifications template creation how to use the layout how to edit/delete templates Please ...
Mon, 30 May, 2022 at 1:25 PM