💵Settings | Finances

Settings

Table of Content

• Finances - Billable Item

• Finances - Invoices

• Finances - Payment Types

• Finances - Taxes

• Finances - Vouchers

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Finances - Billable Item

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Billable Items”.

3. Click on “Add Service”.

4. Complete all the mandatory fields in order to proceed to save. [NOTE: You won’t be able to save if any of the mandatory fields are left empty].

NOTE

To set points for each billable item, you need to enable the loyalty program in settings. Please refer HERE for more information.

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Finances - Invoices

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Invoice”.

3. Complete all the mandatory fields in order to proceed to save. [NOTE: You won’t be able to save if any of the mandatory fields are left empty].

NOTE

Invoice Title

The name or label given to an invoice, typically at the top, to identify the document as an invoice (e.g., "Invoice," "Bill," "Statement").

Invoice Prefix

A short text or characters added at the beginning of an invoice number for identification or categorization purposes (e.g., "INV" for "Invoice 001").

Invoice Starting Number

The initial number assigned to an invoice series, often used to establish a sequence for future invoices (e.g., starting with "001" for the first invoice).

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Finances - Payment Types

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Add Payment Type”.

3. Complete all the mandatory fields in order to proceed to save. [NOTE: You won’t be able to save if any of the mandatory fields are left empty].

NOTE

All the payment types will be shown when you create an invoice.

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Finances - Taxes

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Add Tax”.

3. Complete all the mandatory fields in order to proceed to save. [NOTE: You won’t be able to save if any of the mandatory fields are left empty].

Finances - Vouchers

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “add voucher” on top right corner.

3. Complete all the mandatory fields in order to proceed to save. [NOTE: You won’t be able to save if any of the mandatory fields are left empty].

NOTE

Global Claim Quota

The maximum number of times a specific voucher or promotion code can be claimed by all users or customers collectively within a given timeframe.

User Claim Quota

The maximum number of times an individual user or customer can claim a particular voucher or promotion code within a specified period, typically defined on a per-user basis.

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