Skip to content

Business Setup

Under the Business Setup tab you can adjust the core configuration for your organization.

General

  • Allow or disallow discounts on transactions.
  • Choose the discount level: Item-level or Transaction-level.
  • Set the default Discount Account that will be used.

Tax Rates

Set up the tax rates your organization will use.

  1. Go to the top-right and click + New Tax Rate.
  2. Enter the Tax Name (e.g., Sales Tax).
  3. Enter the Tax Rate% (e.g., 5%).
  4. Add any additional details in the Description field.
  5. Click Create to save the tax rate.

Once created, the tax rate will be available for selection in relevant transactions.