Sales Configuration

Sales centralises all of your core financial settings and shows which components are configured and which still need attention:

• Currencies

  Displays how many currencies you’ve defined and identifies your base currency. Click through to add new ISO codes, symbols or favourite currencies.

• Tax Rates

  Summarises active tax rates (GST, VAT, sales tax) and provides one-click access to edit or create rates so you always stay compliant.

• Product Items & Services

  Shows the total count of invoiceable items and services in your catalogue, with direct links to add, import or update descriptions, unit rates and tax assignments.

• Subscriptions

  Lists your recurring-billing plans along with their billing frequency and next billing dates. Jump straight into any plan to adjust pricing or schedule.

• Payment Modes

  Indicates which offline modes (bank transfer, cheque, cash) are active. Use the toggles or edit links to enable, disable or update account details.

Each section tile includes a completion indicator—green for configured, amber for partially configured, red for not yet configured—so you can prioritise any gaps before issuing quotes, invoices or subscription charges.

Navigate: Setup → Finance → Currencies

This screen lets you define which currencies you accept and display on quotes/invoices.

1. Add a New Currency

   • Click New Currency.

   • Enter the three-letter ISO code (e.g. USD, EUR, JPY).

   • Choose a Symbol (€, $, ¥).

   • Save.

2. Set Your Base Currency

   • In the Options column, click the star icon ☆ next to the currency you want as your company’s default.

   • A filled star ★ indicates the base currency.

3. Favourite Currencies

   • Click the star icon next to any other currencies you use frequently—these will float to the top of drop-downs when creating a document.

4. Search, Sort & Pagination

   • Use the Search box (top-right) to filter by code or symbol.

   • Click a column header (Name or Symbol) to sort.

   • Adjust rows per page and use Previous/Next to navigate.

5. Export & Refresh

   • Click Export to download a CSV of your currency list.

   • Click the refresh ↻ icon to reload the table.

Navigate: Setup → Finance → Tax Rates

Here you manage all taxes applied on your sales documents (GST, VAT, sales tax, etc.).

1. Create a Tax Rate

   • Click New Tax.

   • Provide a Tax Name (e.g. “GST”, “VAT EU”).

   • Enter the Rate (percent) (e.g. 10.00).

   • Save.

2. Enable / Disable

   • Use the toggle in the Options column (if available) to deactivate a tax without deleting it—handy for seasonal or region-specific rates.

3. Edit or Delete

   • Click the ✎ Edit icon to adjust name or rate.

   • Click the 🗑️ Delete icon to remove a rate completely (only if it’s not used in any historic invoice).

4. Table Controls

   • Search to filter by name or rate.

   • Export to download a list of all current rates.

   • Pagination for navigating large lists.

Navigate: Sales → Items

Your catalogue of billable goods and services—each line item you can include in quotes, invoices and subscriptions.

1. Add a Single Item

   • Click New Item.

   • Fill in:

     • Description (short name).

     • Long Description (detailed text shown on documents).

     • Rate (unit price).

     • Tax 1 and Tax 2 (select from your configured rates).

     • Unit (e.g. hours, each, licence).

     • Group Name (for categorisation).

   • Save.

2. Bulk Import

   • Click Import Items.

   • Upload a CSV with matching column headers (Description, Rate, Tax codes, etc.).

   • Map your CSV fields to the system fields, review any validation errors, then confirm to import.

3. Bulk Actions & Export

   • Use the checkboxes to select multiple items and perform bulk delete or status changes.

   • Click Export to download your full item list.

4. Search & Sorting

   • Use the Search box to find items by keyword.

   • Click any column header (Description, Rate, Group Name) to sort.

Navigate: Sales → Subscriptions

Define all recurring-billing plans for customers who pay on a schedule.

1. Create a Subscription Plan

   • Click New Subscription.

   • Specify:

     • Plan Name (e.g. “Monthly Support”).

     • Linked Item(s) (select one or more items from your catalogue).

     • Frequency (e.g. monthly, quarterly).

     • Billing Cycle (auto-renew, number of renewals).

     • Start Date and optional Trial Period.

   • Save.

2. Manage Existing Plans

   • In the table, view columns such as Plan Name, Frequency, Next Billing Date, Status.

   • Click ✎ Edit to update pricing or schedule.

   • Toggle Active/Inactive to pause or resume billing.

   • Delete only if the plan is never used.

3. Table Utilities

   • Search by plan name or status.

   • Export to generate a CSV of all subscription definitions.

   • Bulk Actions for toggling multiple plans at once.

Navigate: Setup → Finance → Payment Modes

Configure offline payment options; online gateways live under Settings → Payment Gateways.

1. Add a New Mode

   • Click New Payment Mode.

   • Enter Payment Mode Name (e.g. “Bank Transfer”, “Cheque”).

   • Under Bank Accounts / Description, provide account details or instructions.

   • Save.

2. Activate / Deactivate

   • Use the toggle in the Active column to enable or disable a mode without losing its history.

3. Edit or Delete

   • Click ✎ Edit to update name or account info.

   • Click 🗑️ Delete to remove a mode (only if unused).

4. Navigation & Search

   • Search box to filter by name.

   • Export to download your list of offline modes.

   • Pagination controls for large lists.