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Where to Find the Transaction Settings
Where to Find the Transaction Settings
Kalila Richards avatar
Written by Kalila Richards
Updated over a month ago

The Transaction Settings in ARTERNAL allow you to manage important details such as tax rates, payment instructions, additional information, and legal document templates.

Steps to Access Transaction Settings:

  1. Navigate to the Transactions Tab:
    Go to the Transactions tab in ARTERNAL.

  2. Select the Settings Tab:
    Once in the Transactions tab, click on the Settings tab to access your transaction-related settings.


What You Can Do in the Transaction Settings:

  • Add Tax Rates: Define and apply tax rates for your transactions.

  • Manage Payment Instructions: Set up or modify payment instructions for invoices or sales.

  • Add Additional Information: Include any extra information that needs to be part of your transaction process.

  • Create Legal Document Templates: Upload or manage templates for legal documents to streamline your processes.


Frequently Asked Questions (FAQ):

Q: Can I edit existing tax rates in the Transaction Settings?
​A: Yes, you can add new tax rates and edit existing ones directly from the Transaction Settings page.

Q: Where can I upload legal document templates?
​A: You can upload or edit legal document templates under the Settings tab in the Transactions section.

Q: Is there a limit to how many templates or tax rates I can add?
​A: There is no limit, allowing you to fully customize the settings to meet your business needs.

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