Settings

Payment Types
List of topics introduction creation integrations SEPA PAYPAL NEXI/XPAY activation of online payments statistic details 1. Introduction Pay...
Mon, 7 Dec, 2020 at 5:42 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, 18 Feb, 2021 at 5:18 PM
Documents
List of topics introduction creation of a document template advanced optional configurations descriptions notesĀ  devices statistic details docume...
Thu, 1 Apr, 2021 at 10:38 AM
Tax Management
List of topics prerequisites introduction basic configuration tax creation configuration for automatic payment-receipts advanced configuration: use...
Mon, 29 Mar, 2021 at 3:21 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 ...
Wed, 2 Sep, 2020 at 12:40 PM
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: ...
Mon, 2 Nov, 2020 at 6:49 PM
CRM Outcomes
List of topics prerequisites introduction creation default outcomes 1. Prerequisites To understand the concept of CRM outcomes it is necessary to kn...
Wed, 27 Jan, 2021 at 5:32 PM
Notification Templates
List of topics introduction configuration available notifications template creation how to use the layout how to edit/delete templates Please ...
Wed, 17 Mar, 2021 at 2:35 PM