These discounts will be reflected in the Sales module while purchasing a product, making an invoice etc.

Go to Global Settings–> Discounts–> Add New

Discounts List page:

Create a New Discount on this page where the fields to be filled are:

Name Name of the Discount.

Rate: Discount rate value.

Rate Type: Rate type like Percentage/Value.

Description: Brief description of Discount.

View button allows seeing all the Discount details.

By clicking on view, we can monitor the respective Discount detailed history on various modules like Invoices, Quotes, Recurring Invoices, and Purchase Orders.

These Taxes will be reflected at Sales module while purchasing a product, making an invoice etc.

Go to Global Settings–> Taxes–> Add New

Create a New Tax in this page where the fields to be filled are:

Name: Name of the Tax.

Rate: Tax rate value.

Rate Type: Rate type like Percentage/Value.

Description: Brief description on tax.

View button allows to see all the tax details.

By clicking on view, we can monitor the respective Tax detailed history on various modules like Invoices, Quotes, Recurring Invoices and Purchase Orders.

You can view payment configuration in your LaraOffice CRM by going to Global Settings –> Payment Gateways.

Here we providing three payment gateways which are static.

• PayU
• Paypal
• Stripe

View page:

Name: Name of your payment gateways like PayU, Paypal, Stripe.

Description: Description of your payment gateway.

Logo: You can set your payment gateway logo.

By clicking on view, we can monitor the respective Payment gateway Transferring history on various modules like Transfers, Incomes and Expenses.

SMS Templates are used to send the SMS to the User for the confirmation of their Action made on modules like Invoice details, Payment details, etc ( Templates ).

SMS Templates List page:

Title: Subject name/title.

Key: Theme Key of the template.

Content: Content of the template.

Creation of SMS Template:

All the fields are Mandatory for to create the New template.

SMS Template View:

These templates are reflected in the module’s actions field to send the respective SMS to the Users.

Email Templates are used to send the Email to the User for the confirmation of their Action made on modules like Invoice details, Payment details, etc ( Templates ).

Templates List page:

Key: Theme Key of the template.

Type: Type of template like Content, Header, Footer.

Subject: Subject of the template.

From Email: Sending Email from.

From Name: Sending Email Company/System name.

Creation of Email Template:

All the fields are Mandatory to create the New template.

Template View:

These templates are reflected in the module’s actions field to send the respective email to the Users.