SETTINGS

This article explains how details uses layouts to define the structure, numbering, and default behaviour of financial documents. The focus of this article is on…

On Settings / Accounting you can add and customize settings related to ''details'' / ACCOUNTING such as Money Accounts, Tax Types and Cost Groups.Money Accounts…

DETAILS allows you to customize your own presets for specific booking arrangements, including Booking STATUS, REMINDERS, REQUEST FORMS and QUESTIONAIRES, LOCAL DETAILS and MONEY DETAILS.Booking…

In SETTIINGS / GENERAL you can manage territories manage currencies   Manage Territories Territories are mainly used in the LABEL & DISTRIBUTION modules to customize…

This article will show you how to use the PayPal direct payment option for your invoices.This feature will allow you to have payments go directly…

  This article explains how to configure Tax Types and Tax Groups in details. You can define your own VAT, withholding, or deduction rates and…

Your detYils account comes with a standard set of currencies and exchange rates. Perhaps Booking clients may need very few currencies only, while other Label…

The "INVOICE NOTIFICATIONS" settings provide you with control over when and where invoice notifications are sent. Here's how you can configure these options. ► **How…

  To create a new product format, go to LABEL / SETTINGS. Here you can add, edit, and remove all formats you need for your…

Territories are used in details to group countries and apply them consistently across LABEL, DISTRIBUTION, and ROYALTY workflows. Typical use cases include royalty calculation rules,…