Web App Settings
Working with Taxes
US Companies If taxes are enabled (in HandiFox or in QuickBooks), then you are able to: Manually select the tax code in Sales Transactions. Set the default tax for a customer or define their tax exemption reason (the latter is available if your ...
Transaction Numbering
This article covers how HandiFox Online forms numbers for transactions (e.g. Invoices or Purchase Orders) and what settings affect them. Many of you have asked why our numbers look like this and if there is a way to change them, so we decided this ...
Taxes
Tax Settings If you run HandiFox as a standalone system, you can review, add and change taxes you use in transactions by clicking Taxes on the Settings page. Otherwise, taxes are governed by your QuickBooks company settings. Taxes button on the ...
Email
Email Section of the Web App Settings With HandiFox Online you can send digital copies of purchase orders, sales orders, invoices, sales receipts, payments and, credit memos. The Email Settings allows you to edit email drafts by customizing any of ...
Shipment
Shipment Section of the Web App Setting Here you can tweak how picking and packing works in HandiFox: Enable Pack All feature controls whether packing (the second verification after picking) can be skipped by using the Pack All checkbox in the mobile ...
Sales
Sales settings in the Web App Customer's Signature on Invoices The Take Customer's Signature checkbox lets you control whether the mobile app will offer to capture the customer's signature upon invoice creation. You can also make invoice signing ...
Inventory
Inventory Section of the Web App Settings Inventory Adjustment If Manager approval is required: All counting sessions done on mobile devices need to be approved in the Web App on the Counting Sessions page. Counting sessions and all QOH adjustments ...
Terms
Terms Page in the Web App These settings are only available for standalone companies. Terms can be set up in QuickBooks Online if your company is integrated with it. To manage the list of business-to-business sales terms your company uses, click ...
Payment Methods
Payment Methods Page in the Web App These settings are only available for standalone companies. Payment Methods can be set up in QuickBooks Online if your company is integrated with it. You can browse, add and change your payment methods by clicking ...
Multi-Currency
Currencies Page in the Web App These settings are only available for standalone companies. Currencies can be set up in QuickBooks Online if your company is integrated with it. You can allow the use of multiple currencies in your company by clicking ...
Overview (Web App Settings)
All the settings for your HandiFox Online account can be accessed via → Settings. The range of available settings depends on whether your company works as a standalone or integrates with QuickBooks Online.
Company Information
In this section, you can enter the company name and address, and define other company-wide attributes. Settings Page of the Web App Please note that if your HandiFox company is connected to QuickBooks Online, the company information cannot be edited ...