Setup

The Setup application enables you to manage categories, terms, invoices, receipts, templates and more. The Setup application includes the following modules:

• Categories Module — Define different categories for informational and reporting purposes.

• Payment Terms Module — Define the list of payment terms available.

• Charge Categories Module — Define categories used to categorize transactions.

• Note Type Module — Define the types of notes used for billing accounts.

• Secret Questions Module — Define the list of secret questions used to verify the identity of your customers.

• Reasons Module — Define the list of Reasons available while using Gotransverse.

• Currencies Module — Enable and disable different currencies.

• Custom Fields Module — Define custom fields for accounts, products, and more.

• Notification Management Module — Issue customer messages and notifications automatically.

• Languages Module — Enabled and disable languages used for customer notifications.