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Setup / Extensibility / Reports

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Next Steps

  • Optional: Password policy settings should can be reviewed and updated to reflect your organizations policy now or at a later time. See the Password Policy Configuration Example article for information on modifying the default password policy configuration

  • Optional: Branding the UI with your company logos can be performed next, see the Branding Configuration Example article for instructions. This step is not an essential base configuration step and can be performed at a later time if desired

  • Optional: you can define custom invoice and credit note numbering schemes if desired. See the Automatic Naming Configuration Example article for instructions

  • Optional: if you need to translate product names on invoices you can configure translations on locales now or at a later time. See the Locales Configuration Example for a sample configuration

  • Optional: if you wish to define custom payment types you can do so now or at a later date. See the Payment Types Configuration Example for instructions on how to add a payment type

  • Optional: if you need to integrate the LogiSense Billing application with an external payment gateway you can do so now or at a later time. See the Payment Gateway Configuration Example for instructions on how to configure a gateway

  • SMTP settings need to be configured so that users you setup can be emailed. See the SMTP Settings Configuration Example for instructions on how to setup and test SMTP Settings