Order Settings

To Setup Taxes, go to Admin > Settings > Orders > Tax Settings If you do not charge taxes, you can turn taxes off entirely. Click on the “Tax Options” Tab on the same page. Toggle the option to ON or OFF. Taxes Help Video Global Tax Settings These are global settings for taxes, which tells the dispensary when to charge taxes on specific custom formula types and products globally. If you do not charge taxes on raw herbs, but you do for granules, you can set these preferences here. T...

Go to Admin > Settings > Orders > General Tab Order Prefix Anything you add to this box will precede your order invoice numbers. Invoice Number You can make your invoice numbers random or go up by one number for each subsequent order Currency Symbol Choose which currency symbol you want to show in your dispensary Balance Owing If you modify an order and the patient or practitioner owes more money, the system will create a second payment link for the customer to pay the remaining...

Go to Admin > Settings > Orders > Payment Methods Collect money from patients and practitioners in your dispensary! If you are not collecting money from the platform, you can turn off the checkout entirely. You can collect money from customers and we offer the following payment methods. Click on one of the following for more specific instructions on configuration. - Moneris - Authorize.net - Square - Mollie - Cash/Check - Credits Status this to on or off to enable or disable the p...

Go to Admin > Settings > Orders > Payment Methods > Square Configuration Watch this Video to Learn how to Integrate Square Payment Method How to Integrate Square To setup square, you need 3 pieces of information. 1. Location ID 2. Access Token 3. Application ID Steps to Get this Information: 1. Login to your Square Account 2. Go to the Developers Section (make sure you click on this link) 3. Under “My Applications” click on “New Application” 4. Name your application, it does...

Go to Admin > Settings > Orders > Payment Methods > Credit Configuration Credits are accumulated when practitioners markup orders. The markup amount is stored as credits. Credits can be used to pay for orders or can be redeemed for cash/check. A practitioner can request their money via their practitioner account in Settings > Payments by entering the amount they want and pressing submit. The request will be received in Admin and will also show in the Practitioner Profile. Pr...

Go to Admin > Settings > Orders > Payment Methods > Cash Configuration You can allow practitioners to submit an order as a Cash Payment. You can also rename the payment method to something else such as - Check/Cheque - E-Transfer - Administrative Payment The cash payment allows an order to be submitted from the practitioner account to the Admin without requiring a credit card.

Go to Admin > Settings > Orders > Authorize.net Configuration Authorize.net Integration Help Video How to Integrate Authorize.net *** This article is assuming you have an active Authorize.net account which is active and can be used to accept credit card payments online. 1. Login to your account at Authorize.net 2. In the Left Navigation, under the header “Account” click on the option “Settings” 3. Under Security Settings, there is an option “API Credentials and Keys” 4. Copy/Save...