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Settings

  • Account Class

    Overview An Account Class is used to tie items back to their parent accounts in QuickBooks Online. Account Classes are created in your QuickBooks Online account and imported into your SalesPad Cloud c...

  • Company Card

    Overview The Company Card in your SalesPad Cloud settings gives you a quick summary of your company's basic information. The information on your Company Card is the information that will populate on a...

  • Configured Emails

    Overview Configured Emails allow you to set up default emails to use when emailing documents from within SalesPad Cloud. To get started, select Configured Emails from the Settings menu.  Navigation Me...

  • Contact Method Type

    Overview Interacting well with customers, vendors, sales reps, and others is a crucial part of running a successful business. SalesPad Cloud makes managing communications with your various contacts ea...

  • Currency

    Overview SalesPad Cloud as a standalone product only supports US dollars. However, when integrated with QuickBooks Online, multiple currencies are supported.  Currencies used by your company are impor...

  • Customer Class

    Overview SalesPad Cloud's Customer Class function allows you to create a category (or class) and set defaults for all customers assigned to the same class. This helps you group sets of customers and a...

  • Customer Type

    Overview  Customer Type is similar to Customer Class in that it is a means of categorizing customers. Use Customer Class and Customer Type together to manage your customers more effectively.  To get s...

  • Dynamic Grid Reports

    Overview Dynamic grid reports in SalesPad Cloud provide valuable insights into the performance of your company.  To get started, select Dynamic Grid Reports from the Settings menu. Navigation Menu Run...

  • Email Templates

    Overview SalesPad Cloud's Email Templates module allows you to create customized email templates, which makes communication run much more smoothly, quickly, and consistently throughout your company. T...

  • Entity Number

    Overview The Entity Number module of SalesPad Cloud allows you to edit the properties of SalesPad Cloud's built-in entities. Entities are the established pattern of letters and numbers that identify t...