Settings
Help with NuMetric account settings.
19 articles
- Personal ProfileManage your name, email, password, language, and 2-step login. Set the default email used for sending invoices and messages.
- SecurityManage your account security from one place. The new Security section combines password management, Authenticator App, Email OTP, Passkeys, and Recent Login Activity into a single, centralized experience.
- User ManagementUser Management lets you add team members, assign roles (Admin, Employee, 3rd Party), and control access levels (Edit, View, None).
- Subscriptions & PlansNuMetric plans scale with your needs, from freelancers to retail teams, offering tools like timesheets, budgeting, and inventory.
- Marketplace | Zapier IntegrationConnect NuMetric to 5,000+ apps with Zapier to automate tasks like alerts, data logging, and email triggers—no coding needed.
- Payment GatewayConnect NuMetric to local and global payment gateways to accept online payments quickly and securely from your customers.
- Shipping Integration SetupConnect Aramex to automate shipping, manage deliveries, and streamline order fulfillment from your NuMetric e-commerce store.
- Exchange RateNuMetric allows businesses to operate using their home currency as the primary accounting base, while still displaying totals in an additional foreign currency for invoicing purposes.
Sales Settings
Sales Settings
- Invoice CustomizationCustomize invoices with your logo, layout, terms, and reminders to match your brand and streamline billing in NuMetric.
- POS and Cash Invoice SettingsCustomize POS & cash invoice settings like logo display, SMS delivery, warehouse contact, and footer notes for a better checkout experience.
- Discount Code ManagementCreate and manage discount codes with usage limits, expiry dates, and types for POS and Now8 online store promotions.
Accounting and Tax
Step Guide to Add Sales Tax Percentages
- Sales TaxIf registered for Sales Tax, you must track and report tax collected on sales and tax paid on purchases to stay compliant.
- Sales Tax on SalesFollow these steps to create a Sales Tax Percentage in NuMetric.
- Sales tax on PurchasesFollow these steps to create a Sales Tax Percentage fro Purcahses in NuMetric.
- Sales tax Zero Percentage 0%Follow these steps to create a Sales Tax Zero Percent in NuMetric.
- Sales Tax ExemptedFollow these steps to create a Sales Tax for Exempted Sales in NuMetric.
- Accounting Transactions LockLock all past transactions before a set date to protect finalized records. Only the Account Owner can set or change this lock.