General Settings

Posted on 2025-07-04 Updated on 2025-07-04

Guide: General Settings

Welcome to the user guide for the General Settings in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

General Settings

  1. Reset Data Used to delete all data related to Commission
  2. Just calculate the first recurring invoice - If check No: calculate commission for all paid recurring invoice - If you check Yes: only calculate the commission for the first recurring invoice paid Note: Recurring invoice is an invoice with Recurring invoice selected: automatically create a new invoice based on the current invoice when it is due periodically
  3. Commission program is applied- If you check Latest program: if an employee or customer is assigned more than one plan, among the unexpired programs the customer or employee is applying for, the commission is calculated according to the most recently created program- If you check All programs: if a staff member or a customer is assigned more than one program, the commission is calculated according to all programs.

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