Global Settings

Invoice Cronjob Settings

Invoice Cronjob settings will run automatically by giving period of time duration to perform operations.

Hour of day to perform automatic operations: It will perform operations automatically according to hours to be fixed.

Auto send reminder after (days): It will set the number of days after that days completed the reminder automatically send to the customer.

Auto re-send reminder after (days): It will set the number of days after that days completed the reminder automatically re-send to the customer.

Tasks Reminder Notification Before: It will set the number of days accordingly tasks reminder notification will be sent.

Enable Task Reminders: If yes, task reminders will be show to the opposite person vice-versa.

These setting featured to create the invoice from recurring invoices when its status is paid. It can generate the new recurring invoice auto-send to the customer.

By making Cronjob settings, we can easily track the Users who are not paid and whom to send auto-reminders to make the payment.

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Quote Cronjob Settings

These settings will run automatically by giving time duration to perform operations.

Hour of day to perform automatic operations : It will perform  operations automatically according to hours fixing.

Auto send reminder after (days) : If you set days , after that days completed the reminder automatically send  to the customer.

Tasks Reminder Notification Before  : If you set number of days, accordingly  tasks  reminder notification will be send.

Enable Task Reminders : If yes task reminder will be show to opposite person vice-versa.

Task Reminders means Quotes task.

They perform the actions when we enable those fields. Otherwise, it won’t perform any action.

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Login Settings

Login Settings:

Login Settings helps to control the login credentials and local account configuration options. Specify user names that should be allowed to authenticate locally when logging in.

Login:

A login is a set of credentials used to authenticate a user that consists of a username and password to access account information.

Carousels:

These consist of a number of images to display in front end Login page by giving these images in this login settings. Here, we have Headings and Paragraphs type to provide the information about the project system.

Login Logo: By giving a system logo in Login Settings, then it will display in the Front end page.

Login Logo Enable: Select Yes, it display the logo.

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Master Settings

The master settings module plays a very crucial role in the functioning and working of the whole system. The complete system runs on the information provided in the master settings module. All the outputs in the system for every module are managed only through master settings. In other words, master settings is the most essential part of the system that controls all the actions of the users.

Master Settings List page:

This page displays all the modules present in the system as a table with the below tabular columns,

Module: Name of the module.

Key: Module key.

Module type: Type of module whether it is General, Payment, SMS gateways.

Description: Data that gives brief details about the module and its working.

Action: Allows performing particular actions on the respective modules.

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Mailchimp Settings

In order to send the bulk of emails to contacts, the MailChimp provides a platform to run campaigns by customizing its settings.

Enable MailChimp: By select Yes, it will enable.

MailChimp API key: This is a Unique key to maintain the Mailchimp activity.

By selecting these fields in the below screenshot, addition of contacts of respective contact types makes to run directly in the Mailchimp campaign.

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