Global Settings

Taxes

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.

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Payment gateways

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.

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SMS Templates

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.

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Email Templates

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.

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Currencies

We have multiple currencies that will be reflected based on the User’s currency and it converts any type of currency into Base Currency based on the conversion.

Currency List page:

Name: Currency name.

Symbol: Currency symbol.

Code: Currency code.

Rate: Currency rate based on Base currency.

Example: Base Currency is USD, the for INR –> 1 USD = 70 INR (Approx. because daily the currency rate is updating )

Status: Status of Currency, if it is Active then the currency is shown in the system.

Is Default: By selecting YES, then selected currency is Base Currency.

Create New Currency:

Go to Global Settings –> Currencies, Click on Add new then create the new currency based on your requirement. Make sure you add the valid currency ISO code. The currency ISO code will be used when sending the currency code to online payment gateways.

If this is your base currency you will need to select it as Default with a status of Active.

Changing the base/customer currency after recording the transactions is not possible.

Make Transactions other than Base currency:

There is only one option where the currency is change and it is possible when creating new Invoice, Quotes, Recurring Invoices, Proposals, Contracts, Credit notes, Cart orders and Purchase Orders.

And also, If you need to make the transaction with a different currency for the different customer you need to set the customer currency in the Contacts creation page.

Example: Creating new invoice and select the customer, the currency will be auto changed based on the currency you have given for this customer.

For all future transactions for Contacts, the currency of the contact will be auto-selected.

We have a field with Update Currency Exchange Field, if it is Yes then it can be updated.

Finally, we can Update all the Currencies at any time based on the Currency rate is going on through the API key.

Note:

If the customer has already recorded transactions then you cant be able to change the currency. In that case you should delete all previous transactions to change the currency, once the transaction is recorded ability to change the customer currency will be disabled.

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