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Settings

  • Sales Document Type

    Overview The Sales Document Type feature of SalesPad Cloud allows you to create a variety of different Sales Document Types, including estimates/quotes, orders, invoices, returns, sales receipts, and ...

  • Sales Territory

    Overview Sales Territories are used to designate geographical areas for your Salesmen to cover.  To get started, select Sales Territory from the Settings menu. Navigation Menu Sales Territory Create a...

  • Salesperson

    Overview The Salesperson feature of SalesPad Cloud allows you to manage the sales associates in your company. To get started, select Salesperson from the Settings menu. Navigation Menu Salesperson Cre...

  • Shipping Method

    Overview Shipping Methods are means of getting purchased goods to your customers. SalesPad Cloud makes it easy to set up and manage your different Shipping Methods. Shipping Methods can be set up with...

  • System Settings

    Overview The System Settings function of SalesPad Cloud allows you to control the settings for various vital components of your SalesPad Cloud company.  Navigate to the Settings menu and click System ...

  • Tax Agencies

    Overview Tax Agencies are the entities to which you owe taxes on your transactions. Tax Agencies are assigned to Tax Codes in SalesPad Cloud. To get started, select Tax Agencies from the Settings menu...

  • Tax Codes

    Overview Tax Codes help you account for sales tax as you conduct your business. Tax Codes are created in your QuickBooks Online account and imported into your SalesPad Cloud company when the QuickBook...

  • Tax Schedule

    Overview SalesPad Cloud's Tax Schedule module allows you to link different Tax Codes and Tax Agencies to a single Tax Schedule. Each Tax Code has a percentage and a Tax Agency associated with it. When...

  • U of M Type

    Overview The Unit of Measure (UofM) feature of SalesPad Cloud allows you to establish different units of measure, as well as categories for units of measure (types), which in turn help you to manage y...

  • User Field Definitions

    Overview User defined fields allow you to create data fields within SalesPad Cloud, allowing you to customize your SalesPad Cloud experience and quickly access the data that matters most to you. User ...