Where will my information appear?
Your information will appear on documents (invoices, quotes, delivery notes, and proformas) that you create on the platform.
It is advisable to personalize your tool first to manage your sales effectively. The configured data will automatically appear in the documents.
💡Your business data includes: name, email address, tax ID number, billing address, logo, payment methods, preferences, and much more.
How to access your data settings?
1. Go to settings.
You will find it in the top left corner.
2. Click on account settings.
How to create or change your business’s tax information?
Fill in your business details, add your logo and tax address so they appear in your documents (quotes, invoices, proformas, delivery notes) and click save. You can fill in only the information you need.
Done! Your tax information will automatically appear in your documents.
How to create or edit your payment methods?
You will have 4 pre-loaded payment methods that you can edit with your data, delete, or create new ones.
1. Click on the 3 dots on the right to edit or delete the method you want.
Example 01: For bank transfer, select Edit and add your bank details and IBAN so your clients can see it directly in your documents.
Example 02: If you do not accept direct debit, click the delete button and it will no longer appear in your methods.
2. Click the add payment+ button to add other payment methods (e.g., international transfer).
3. Choose the payment method name, the text to display (e.g., international bank account details) and click save. (Important: the name will not appear on the document, only the text to show.
4. When creating a document, you can choose which payment method you want to appear for your client. This will load automatically with the information you have configured.
Click on the dropdown under payment method and select the method you want.
Done! When generating the document, all the information will appear.
How to set up your preferences and sales settings?
1. Preferences
When setting up your preferences, all your documents will have the same configuration: currency, number format, decimals, time zone, language, date format, and calendar start day.
In settings, go to the Preferences section, choose what best suits your business, and click save.
Done! All your documents and your calendar will be configured.
2. Sales settings
In sales settings, you can configure a standard rate for your documents (e.g., VAT 21%), the taxes you want to appear as an option when creating a document, and also your invoice series numbers.
Important: You can set the same series number for all your sales (quotes, invoices, delivery notes, proformas) or one for each.
a. In settings, go to the Sales Settings section.
Nothing will be pre-configured (if you do not configure this option, all rates and taxes will be available on your documents).
b. Select your standard rate to speed up when creating your sales. You can also decide which tax options you want to appear when creating a document. By selecting the options, they are saved automatically.
c. To create a series number, click the Add series number button.
Done! You have all the settings configured and can start creating your sales and documents faster with Taclia.
Are my data secure with taclia?
Yes, at taclia, we have reviewed and updated our privacy policy to comply with new requirements and provide more information and transparency about how we handle personal data.
You can see the guidelines we always follow with each client’s data at the following link: https://www.taclia.com/en/privacy-policy