Sales Setup

5 Docs

Service Holidays

Last Updated: October 6, 2026

Define holidays that trigger holiday pricing on service rate rules.

Service Rate Rules

Last Updated: October 6, 2026

Automatically adjust service pricing by day type or hours.

Sales Tax

Last Updated: October 6, 2026

Define sales tax codes and rates, with automatic ZIP code lookup.

Item Info Categories

Last Updated: October 6, 2026

Define the info categories available on item records.

Payment Terms Setup

Last Updated: October 6, 2026

Define the payment terms available for clients and invoices.