Documentations Archive - CALCFY`

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Getting Started

1

Setup Your Business Details

Business Setup

2

Register Your New Business
Setting Multiple Business Locations or Ware House or Storefronts

Contact Management

4

Customer & Supplier Ledger
Adding Opening Balance & Payment
Contacts Management (Supplier & Customers)
Customer Groups

Products

14

Products Management
Bulk Edit Products
Delete Product
Variations
Product Units

Sell / Sales

11

Selling (POS Screen)
Selling of Services
Sales Return
Sales Subscriptions
Cash Register

Purchases

2

Purchase Management
Purchase Payments

Expenses

1

Manage Expenses or Expenses for an Employee

Payment Accounts

2

Payment Accounts or Bank Accounts
Default Payment Accounts for Payment Methods

Tax Settings

2

Tax Rates, Tax Groups & Disabling Tax
GST Tax Support

Reports

1

Purchase, Sales, Product Stock, Expenses & Tax Reports

Business Settings

5

How to Search in Settings?
Business Settings
Setting Invoice Format
Barcode Settings
Custom Fields Labels

Hardware Support

2

Barcode Scanner
Setting up a Thermal Printer for Receipt Printing

Notifications

2

Email & SMS Notifications Configuration
Auto-Sending of SMS & Email to customer

User Management

3

Adding users & assigning locations to a user
Role Management
Using Commission Agent Feature

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