Settings

Company, currency, email, SMS and payment gateways.

Settings is where you adjust everything that cuts across the system: company details, currency, email, SMS and online payments.

Company information

  1. Go to Settings → Company.
  2. Update:
    • Company name
    • Contact email and phone
    • Address
    • Company logo

General settings

Under Settings → General you can adjust:

  • Currency and symbol
  • Time zone
  • Date and time format
  • Footer text

Email

  1. Go to Settings → Email.
  2. Enter your SMTP server details: host, port, username and password.
  3. Save and send a test email to check everything works.

Email is used for order confirmations, status changes, password recovery and customer notifications.

SMS

  1. Go to Settings → SMS.
  2. Enable the SMS gateway you've signed up with (Twilio, Vonage, and so on).
  3. Enter your credentials.
  4. Configure which events trigger SMS notifications.

Payment gateways

  1. Go to Settings → Payment gateways.
  2. Enable the gateways you want to offer at checkout.
  3. For each one, enter the credentials (API keys) the provider gives you.
  4. There's a broad list of gateways available for taking payment online.

Note: payment credentials and tax settings are sensitive data — it's best that only the administrator holds the Settings permission (see Users and roles).

Electronic invoicing

ARCA invoicing setup (certificates, point of sale, environment) has its own section — see ARCA invoicing.

Online store (e-commerce)

Enabling or disabling the online store, payment methods and shipping have their own guide — see E-commerce (online store).