# Settings

# Accounting Gateways

## Setting up Accounting Gateways

1. <span style="white-space: pre-wrap;">Go to </span>****Settings****.
2. <span style="white-space: pre-wrap;">Select </span>****Accounting Gateways****.
3. <span style="white-space: pre-wrap;">Click </span>****Add Accounting Gateway****.
4. Choose the accounting provider.
5. Enter the required connection details.
6. Add any authorization or OAuth information.
7. Confirm the gateway status is active.
8. <span style="white-space: pre-wrap;">Click </span>****Save****.
9. Verify the new accounting gateway appears in the list.

This is typically completed during the onboarding process and only needs a one time setup.

# Arrival Windows

## Arrival Windows

1. <span style="white-space: pre-wrap;">Go to </span>****Settings****.
2. <span style="white-space: pre-wrap;">Select </span>****Arrival Windows****.
3. <span style="white-space: pre-wrap;">Click </span>****Add Arrival Window****.
4. Enter the window name.
5. Set the start time.
6. Set the end time.
7. Mark the window as active if it should be available.
8. <span style="white-space: pre-wrap;">Click </span>****Save****.
9. Confirm the arrival window appears in the table.

# Branding

- <span style="white-space: pre-wrap;">Go to </span>****Settings****.
- <span style="white-space: pre-wrap;">Select </span>****Branding****.
- <span style="white-space: pre-wrap;">Click </span>****Edit****<span style="white-space: pre-wrap;"> or open the branding configuration.</span>
- Enter the brand name and display information.
- Upload or update logos as needed.
- Add portal branding details such as colors, favicon, or support information.
- Review the preview area.
- <span style="white-space: pre-wrap;">Click </span>****Save****.
- Confirm the branding updates are reflected.

<span style="white-space: pre-wrap;">Please note that most of this is completed for you during the onboarding process. </span>  
  
<span style="white-space: pre-wrap;">After onboarding you may return here to set a fixed rate for Tank Exchanges or setting Payment Terms for automated Finance Charges. </span>

# Invoice Codes

## Invoice Codes

1. <span style="white-space: pre-wrap;">Go to </span>****Settings****.
2. <span style="white-space: pre-wrap;">Select </span>****Invoice Codes****.
3. <span style="white-space: pre-wrap;">Click </span>****Add Invoice Code****.
4. Enter the invoice code name.
5. Add the code or short label.
6. Select the related category or type.
7. Set the code to active.
8. <span style="white-space: pre-wrap;">Click </span>****Save****.
9. Confirm the invoice code appears in the list.

<span style="white-space: pre-wrap;">Most codes should be created during the onboarding process. But you may find the need to add more in the future if you start utilizing additional pieces of the system that had not been discussed during the onboarding process. </span>

# Invoice Subtypes

## Invoice Subtypes

1. <span style="white-space: pre-wrap;">Go to </span>****Settings****.
2. <span style="white-space: pre-wrap;">Select </span>****Invoice Subtypes****.
3. <span style="white-space: pre-wrap;">Click </span>****Add Invoice Subtype****.
4. Enter the subtype name.
5. Select the related invoice type.
6. Mark it active.
7. <span style="white-space: pre-wrap;">Click </span>****Save****.
8. Confirm the subtype appears in the table.

<span style="white-space: pre-wrap;">Invoice Subtypes are a great way to quickly list items with set values such as ACTune Up for $75 or Duct Cleaning for $8 per ft. This would allow quick items for staff to select and automatically have the pricing connected. This list will get started during onboarding however is likely to be built out during training and as staff sees ways to simplify their day to day billing tasks. </span>

# Labels

## Labels

1. <span style="white-space: pre-wrap;">Go to </span>****Settings****.
2. <span style="white-space: pre-wrap;">Select </span>****Labels****.
3. <span style="white-space: pre-wrap;">Click </span>****Add Label****.
4. Enter the label name.
5. Select the label type or category.
6. Choose any display options.
7. Mark the label active.
8. <span style="white-space: pre-wrap;">Click </span>****Save****.
9. Confirm the label appears in the list.

****Key reminder: Install Job is a required label for Installations to appear on the correct sub calendar. Please do not duplicate or rename this Label.****   
  
<span style="white-space: pre-wrap;">We do import stock labels and many will be added during the onboarding/training time but you may need to add more later. </span>

# Payment Gateway

## Payment Gateway

1. <span style="white-space: pre-wrap;">Go to </span>****Settings****.
2. <span style="white-space: pre-wrap;">Select </span>****Payment Gateways****.
3. <span style="white-space: pre-wrap;">Click </span>****Add Payment Gateway****.
4. Choose the payment provider.
5. Enter the required gateway credentials.
6. Add merchant or terminal information if required.
7. Set the gateway status to active.
8. <span style="white-space: pre-wrap;">Click </span>****Save****.
9. Confirm the gateway appears in the list.

This typically happens during the onboarding experience.