You can configure the most important aspects of your country/region:
Select the country from the list
Select the time zone from the list
Select the language in which the software will be displayed
Set the currency of your country: you can use symbols (for example €, $, ...) or the currency abbreviation (for example EUR, USD,. ..)
Set the applicable tax and percentage in your country to all your services: for example, for Spain (Except Canary Islands) IVA 21%.
It's very important that you first configure the general tax and then configure your services or rates, since they will all have the same tax that you have configured in this option.
If in this option you have the general tax configured as 0 %
Later, you configure a new hairdressing service, hotel, ... that service will also have the tax at 0 %
If in the future, you modify the general tax and change it for example by 7%, this will not be changed in the services or rates that you already had configured
The new services you add have a 7% tax
If you have mistakenly configured your services or rates, contact us so that we can help you modify it.
Here you can configure the data of your company and thus you will not have to insert the data every time a document or an invoice is generated; the software will automatically fill them in for you.
Enter the name of your company, the identification number, and the location and contact information.
You can include two different logos:
The principal logo shown in the software
The print logo will appear in the printed documents *
* Note: you will reduce ink consumption when printing your invoices if you use a black and white logo for invoices.
You can also include a footnote text for your invoices, in case you want to include some legal or informative text for your customers. And finally, you can select if you want to include company data in printed documents and invoices without taxes.
You can manage your employees, with all necessary contact info and working info.
When you click on an employee in the list, all the information appears:
At the top there are 2 buttons:
The first includes quick actions or "shortcuts": add a new animal for that client, make an appointment, print the information, ...
Using the quick access buttons, it is possible: send an email, call or open whatsapp to talk to him/her; click on the corresponding icon (envelope, phone, Whatsapp ...)
You can write down more phones and more emails for a customer. By clicking on the "more information" icon, new fields appear to record these data.
When you write the address and click on the Save button, the GoogleMaps map that shows the address will appear. You can zoom using the map buttons.
EMPLOYEE ACCESS CONTROL
If you also have the Users App, you can create more users, each user accesses an independent account and you can control:
You can specify the days and hours in which a user can access
You can indicate the visible options for a user
See when the users log-in and log-out session
You can control the access of your employees to improve the security of your business.
It configures the following invoice number, and the software automatically numbers the following invoices correlatively (1,2,3....15,16,...), so all the invoices are correctly numbered.
For example, if you start using the software now and this year you have already generated 25 invoices, if you want the next one to be number 26 (to be correlated), write 26.
The maximum number is 6 digits (otherwise the number may be cut in some devices and/or formats and it will not be recorded correctly in the database).
If you want to delete all the invoices:
Option Settings > Data management
Click on the red button "Delete all invoices"
Confirm that you are sure to delete all invoices
If you delete the invoices, you will not see the billing information in other parts of the software:
If you want to edit / delete a sale or invoice individually:
How edit/delete invoices? How edit and delete invoices?
IMPORTANT: THE DATA CAN NOT BE RECOVERED IF YOU REMOVE THEM. ARE YOU SURE YOU WANT TO ELIMINATE THEM?.
From this option you can to export the data of:
If it has been sold (Yes/No)
If it is active (Yes/No)
The breeder name
The tattoo number
The Book of origins
Death puppies: Females
Death puppies: Males
The Birth Country
To export, just click on the Export button and an .xls file will be saved in the download folder that you have configured in your web browser
If several users work in your business, we recommend you to block access to this option to the unauthorized person, since otherwise, they could eliminate all invoices from the system.
You can do this using the Security and and access control app. In addition, with this app, you can add users so that each one can access with some independent data and in this way, you can control:
The days / hours in which users can access to the software
The options they can use / view
A record with all the accesses they have made (time, IP address, operating system used)
You will control the access of your employees for greater security of your business. Read more infoRead more info
Information about the storage capacity of external files (when you include a scanned document or a photo of a customer, animal, ...) in the software.
You can also view the number of emails sent and the number of emails still available to send.
This amount is limited monthly to contribute to the responsible sending of emails and avoid mass mailing or SPAM, so on the 1st of each month, this "counter" will be back to 0.
As you know, all commercial communications must have been previously requested or expressly consented by the recipient (the user), unless there is a prior commercial relationship or has been obtained from public sources freely accessible.
Everything else, as well as the massive and systematic sending of emails, is considered SPAM and as such, is subject to sanctions.
Before sending emails to your users and/or customers, make sure you have their acceptance and still try to send "responsible" emails.
It is not the same to send an email with a reminder of an appointment that the user and/or customer has requested, with an invoice or with information relevant to a service, to send monthly newsletters or advertising mails.
Although a user has given his consent to send advertising emails, remember not to send too many emails or not relevant information to them. Try to make a responsible or reasonable mailing.
More info about Data Protection and GPRD:Clic here Clic here
You can configure the payment methods accepted in your business. In this way, when you made a new sale/services/.. you can select if the customer has paid you with a credit-card, cash, check, ....
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