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  • KoalaBrain User Manual

  • Information

    • Why KoalaBrain?

    • Terms of Use

    • BYO Support, Training & Support Providers

    • Platform Choice - Why Windows 10?

    • Licensing

    • Privacy Policy

    • Contact Us & Mailing Lists

    • Whitelabelling

    • Software Suggestions

    • Data Directories

    • Terminology - Payments, and Expenses, Sales and Purchases

    • Receipt Printer Compatibility

  • Installation

    • System Requirements

    • Installation

    • Upgrading Previous Installations

    • Recommended Configuration Steps

    • The Main Menu

    • Updates

    • Uninstalling KoalaBrain

  • Configuration, Terminals, Printers & Users

    • Initial Configuration

    • Creating Users and Managing Permissions

    • Terminals & Printers

    • Configuration Transfer

    • Print Rules

    • Backups

  • Contacts & Common Functions

    • Contacts

    • Attachments

    • Printables

    • Selectables

    • About UUIDs

    • About Notes

    • About Filtering & Search

    • History

    • About Reversing and Refunding

    • Alerts

    • Invoices

    • Barcodes

    • About Short IDs

    • Totals

    • eReceipts (Online Sales Receipts to Customer Phone)

  • Payment Methods, Banking, Floats & Reconciliations

    • Payment Methods

    • Bank Accounts and Banking

    • Manage Floats

    • Reconciliations

    • Transfers

  • Discounts & Tax Classes

    • Discounts

    • Tax Classes & Rates

  • Products, Categories & Stock

    • Categories

    • Products

    • Managing Stock

  • Sales & Payments

    • Sales

    • Payments

    • Touch Sale and Touch Terminal Usage

  • Purchases & Expenses

    • Purchases

    • Expenses

  • Time Keeping

    • Clocking in and Out

    • Managing Time Keeping

  • Reports

    • VBA Reports

    • Easy Reports

    • Effective Reporting Items

    • Scheduled Reports

  • KoalaBrain Online

    • Overview

    • Signing Up & Your Account

    • App Licenses

    • CMS & Website Content

    • Signage

    • Delegates & Partners

    • Scheduled Reports

    • Email Alerts

    • Remote Access

    • GDPR, Your Customers, and You

    • GDPR, KoalaBrain, and You

    • Online Payment Links on Outgoing Invoice Emails

    • eReceipts

  • Troubleshooting

    • About Troubleshooting

    • Logs

    • Browsing the Database and Raw Data

    • Requesting a Feature or Submitting a Bug

    • Default Behaviours

    • Environment Info

    • Resetting the defaultadmin Password

    • Restoring a Backup or Moving your Installation to Another Computer

  • Advanced and Programmatic Usage

    • API Access for Users and Services

    • List of API Endpoints

    • Directly Accessing the Sqlite Databases

    • Writing Custom VBA Reports in Microsoft Excel

    • Database Fields and Relationships

    • Webhooks

    • Tableau, JSReport & Metabase

    • Allowing API access from outside your local network

    • Kiosk Mode

    • Custom Invoice Templates

  • Legal

    • Terms of Service, EULA, Personal Data Policy, Partner Agreement

Books
KoalaBrain User Manual
Discounts & Tax Classes

Discounts & Tax Classes

Discounts

Discounts are managed from the Discounts page.  They can be assigned to Products and Categorie...

Tax Classes & Rates

Tax Classes can be assigned to Products and Categories, or applied when creating a Sale or Pu...

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Created 2 years ago by Admin
Updated 2 years ago by Admin
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