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Money settings

Taking card payments, deciding which document gets issued, getting VAT right, and the price lists behind every quote.

Taking money

Card processing and which document you issue.

Connect a payment processor Before you can take a card you need a processor connected. Pick one, connect it, make it the default. Proforma first, or invoice straight away One setting decides which document a bank-transfer customer gets. Card payments always get the fiscal invoice.

Tax

Classes, regimes, and the rules that pick between them.

Tax classes and regimes A class says what kind of thing you are selling. A regime says what tax applies. Rules pick between them automatically.

Prices and costs

Price books, pricing dimensions, and how supplier costs are classified.

Price catalogs A price book per currency and per audience. Public prices in EUR, net prices for partners, all from the same products. Pricing categories Adult, child, single room, per vehicle. The dimensions your prices are broken down by, defined once and reused. Cost categories How supplier costs get classified, which is what makes the profitability breakdown readable.