Financial settings

In this step, you configure the financial parameters that will be applied to customers and products.

Before you begin

1. Decide which payment models will be used in the platform: prepay, postpay, or both.

2. Determine which taxes should be applied to prices.

What to do

1. Add at least one account type. For example, a legal entity with the key business: .

2. Configure service terms: .

3. Configure tax calculation: .

4. If the reseller’s retail price will include a markup, configure the default markup: .

5. Configure payment methods: .

6. If you configure a payment method based on the CheckCash plugin, create an invoice template: .

7. If you plan to sell products at prices fixed in a currency other than the reseller’s currency, set up exchange rates: .