Desjardins Monetico Invoicing, Руководство пользователя

Страница: 21 / 24

21
Left-hand
menu
Transaction list : Lets you see the list of transactions processed by the keypad.
This list can be printed or sent by email or text message.
Terminal status : Lets you see the keypad’s status.
Reprint last transaction : Lets you the most recent card transaction processed
by your iCMP keypad. This receipt can be printed or sent by email or text
message.
Update terminal software : Lets you manually update your terminal software
when a new version is available.
Default parameters
Default tax group : Lets you choose which federal and provincial taxes are
automatically applied to your sales.
Default quote expiry period : Lets you choose how long quotes will be valid
before automatically expiring. Use + and – to select the time period.
Default terms and conditions : Lets you edit the terms and conditions that
automatically apply to your transactions. The content included in this section
will appear on quotes and invoices. Just enter your text and press
Save .
Interface language : Lets you choose between English and French as the
default language. Select the language you want and press Save.
Business taxes number : Lets you enter your federal or provincial tax numbers.
Payment terms : Lets you choose the payment period that will apply to your
sales. You can choose Due on receipt or enter a number of days.
Introduction
←
→
Using the guide Sales Invoices
Refund
Expenses Help Quotes