Your Admin (Business) Settings
Setup: PDF Formatting and Layout
This article covers how to customise your PDF Layout. For example, you may want to customise the Sales Invoice (within Sales.Live) to look the same as your invoice within your Accounting - that's easy, with this tutorial below. You can also make ...
Setup: Email Layout
The email layout is found under Amin/Setup/General The Email layout is for Customers and Partners to customise the layout of the email. Plus Software uses tools from Dev Express to save development time as there is no need to re-invent the wheel, so ...
Setup: Data Import
The Data Import functionality is under Admin/Setup/General This is under consideration and a setting has been instigated. If you require this urgently, please contact Support@Plus.Live with your exact needs and we will review. Need further ...
Setup: Default Tax Code
The Default Tax code is under Admin/Setup/General The default tax code is taken from the Business System. You have the ability to overwrite this, permission based. Need more information? Contact Plus Support on Support@Plus.Live
Setup: Tax Codes
Tax Codes setup is found under Amin/Setup/General In Sales.Live, you can add as many Tax Codes as you require, under the Tax Codes setup. Note: In Connected Mode Tax Codes will come from your Business System that you are connected to. If not in ...
Setup: General App Settings
There are some general App Settings under Admin/Setup/General you should be aware of: Let's look at the options below, allowing you to modify the way the Application behaves. DIsplay Currency Your default currency will have been set by your ...
Moving from Trial Sales to Business Plan
Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...
Setup: Connected Mode set up of Sales.Live
Article Summary This article explains the initial steps to get Sales.Live setup in Connected Mode. We assume that you have already created an online account with Plus.Live and setup a trial or paid plan to Sales.Live. If not, see this section on ...