When you register a company with a US location. All your transactions will go through Productify. Once you register your company, you must follow the below steps primarily. Without this, you cannot add any account for cards.
- Go to Settings> Preferences tab.
- Now click the Productify tab.
- Fill all the details there. Once you hit the submit button and all the entries are submitted, you can view all the details except the sensitive data such as email, password and address.
Preferences is that part where you can fix various prefixes for all your bill number and order number. To customize preferences follow the below steps:
- Go to Settings> Preferences Tab.
- Under the General tab, you will get all the options whose prefix you can customize as per your company needs which includes Sales, Purchase, Stripe, Report, and Authentication.
- When you click on the options, they further expand which allows you to change the prefix.
- Once you are done with the changes, hit the Submit button and you are good to go.