This guide provides an overview of the available configurations. If you’d like to dive deeper into a specific feature, refer to its dedicated tutorial.
Our system allows your agency to:
Personalize financial management.
Record payments and paid accounts.
Track commissions received and distributed.
View profit margins.
Access performance reports.
Important: Some financial settings may not be available to you, as they depend on the modules you've purchased for your account and your level of access.
STEP 1 - Access
Click on the Profile Picture Icon in the upper-right corner > Settings > Finance.
STEP 2 - Select the Desired Option
Once you’ve accessed the Finance section, you’ll see several configuration options. Click on the desired option to adjust your preferences.
General Settings:
Configure your general finance preferences:
Automatically apply IOF (tax) to quotes.
Choose whether to display items that don’t generate commission in your earnings.
Set preferences for invoice and receipt naming (default: #I for invoices and #R for receipts) and their numbering (default starts at 500).
Define which users can view and/or create invoices and receipts.
Currencies:
Set up your currency exchange rates:
Choose between Manual or Automatic configuration.
If using Automatic, you can set a fixed or percentage-based Spread to increase or decrease your currency values.
If a currency you use isn’t listed, you can add it by searching under "Add new currency rule".
Bank Accounts:
Add bank account details to manage incoming and outgoing payments.
Note: This feature isn’t integrated with your real bank account, so you’ll need to manually record all transactions to maintain accurate data on your account’s balance.
Cost Centers:
Create cost centers to organize accounts and categorize expenses in a way that suits your preferences.
Payment Methods:
Set up and manage different payment methods, including:
Interest type applied.
Number of installments.
Manage Commissions:
Create commission rules for schools and partners to generate detailed reports on the profit generated by each sale.
You can configure:
How the commission is applied.
The percentage.
Agreement type (e.g., NET or GROSS).
Distribution between the office and users.
Payment Plan Templates:
Create new payment plan templates to simplify quote creation.
Edit or delete existing templates.
If you still have questions, please contact support or reach out via WhatsApp.