Settings
Configurable entities and categories in the system.
Account Setting
{info} You can update your name, email & password using the form.
Field Definition
| Field | Description |
|---|---|
| Profile Picture | Your personal profile picture |
| Name | Your personal name / nickname |
| Your current email, used in system login | |
| Password | Your login's password, if you do not wish to change password, leave it blank |
| Confirm Password | Re-type your new password to proceed password change |
Click 
to save
Company Information
{info} Information about your company that will be displayed on invoices, estimates and other documents.
Field Definition
| Field | Description |
|---|---|
| Company Logo | Your company logo picture, displayed at the top navigation bar and also documents |
| Company Name | Your company name |
| Phone | Your company contact number |
| Country | A full list of country as dropdown selection |
| State | Your company's state |
| City | Your company's city area |
| Zip | Your company's zipcode / postcode |
| Address | Your company's address |
Click to save
Customization
{info} Modules customizations
1. Module: Invoice
{info} Invoice's customization
Invoice Prefix
The default value of the invoice prefix at Invoice creation page as shown
Steps to modify
- Change the value of the prefix
- Click to save
Journal Type
An entity where it groups the transaction record in selected type, bind with invoice at Invoice creation page
Steps to modify
- Click
- Fill in the necessary fields marked (*)
- Save Journal Type
2. Module: Customer
{info} Customer's customization
Debtor Code Prefix
The default value of the debtor code prefix at Customer creation page as shown
Steps to modify
- Change the value of the prefix
- Click to save
Customer Settings - Auto-generate Debtor Code
A running number for same customer's debtor code prefix for each time you create a new customer, which it defaults to 4 digits long of number, see above appendix Customer prefix
Steps to modify
A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)
3. Module: Quotation
{info} Quotation's customization
Quotation Prefix
The default value of the quotation prefix at Quotation creation page as shown
Steps to modify
- Change the value of the prefix
- Click to save
Quotation Settings - Auto-generate Quotation Number
A running number for same quotation number prefix for each time you create a new quotation, which it defaults to 6 digits long of number, see above appendix Quotation prefix
Steps to modify
A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)
4. Module: Payment
{info} Payment's customization
Payment Mode
The method / mode of payment, bind with payment at Payment creation page
Steps to modify
- Click
- Fill in the necessary fields marked (*)
- Save Payment Mode
Payment Prefix
The default value of the payment prefix at Payment creation page as shown
Steps to modify
- Change the value of the prefix
- Click to save
Payment Settings - Auto-generate Payment Number
A running number for same payment number prefix for each time you create a new payment, which it defaults to 6 digits long of number, see above appendix Payment prefix
Steps to modify
A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)
5. Module: Products & Services
{info} Products & Services' customization
Unit
The mode of measurement of a product / service, bind at Products & Services creation page
Steps to modify
- Click
- Fill in the necessary fields marked (*)
- Save Payment Mode
Preferences
{info} Default preferences for the system.
Field Definition
| Field | Description |
|---|---|
| Currency | The unit of measurement for money, eg. MYR, used in every money related field |
| Language | The language preference of the system's displayed wording, eg. English |
| Time Zone | The system's current time zone, used in every entity creation to record created at and updated at |
| Date Format | The system's date display format |
| Financial Year | The year as reckoned for taxing or accounting purposes, may be used in documents |
Click to save
Tax Types
{info} You can add or Remove Taxes as you please. DuitCount supports Taxes on Individual Product & Service as well as on the invoice.
- Click
- Fill in the necessary fields marked (*)
- Save Tax Types
Field Definition
| Field | Description |
|---|---|
| Tax Name | The name of the tax |
| Percent | The amount of percent charged to invoice when selected |
| Description | The information of the tax |
| Compound Tax | Whether to compound the tax or not (compound tax: sum up all related compound tax) |
Click to save
Tax Settings - Tax Per Product & Service
Add taxes to individual invoice items. By default, taxes are added directly to the invoice.
Tax Per Invoice
Tax Per Product - apply to every products
Steps to modify
A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)
Notifications
{info} Email notifications you would like to receive when something changes
- Fill in your 'reply to' email address at [Send Notifications to *] field
- Click
Invoice viewed
When your customer views the invoice sent via DuitCount
Steps to modify
A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)
Quotation viewed
When your customer views the quotation sent via DuitCount
Steps to modify
A switch to "on" (button goes right and green color appear on switch) or "off" (button goes left and grey color appear on switch)
Templates 🚩
{info} Dynamic template editor for invoices and quotations, in which editor is set to exact A4 size
How to use template editor
Choose which template types (invoice, quotation) to create/edit, when create/edit the template, input the Name field and click to save
Feature: Expand Editor
Click on 
to expand editor to full screen.
Feature: Component (drag and drop) 🚩
Click on 
to view templates component and variables.
Each component can be drag and drop into the editor to design your template
| Component | Group | Description / Usage |
|---|---|---|
| Basic Blocks | ||
| Image | Media | Add image into the template, after drag into the template, double click the image to add your own template |
| Text | Typography | Normal text area |
| Header | Typography | Header text area (header 1, header 2, etc..) |
| Paragraph | Typography | A long paragraph of normal text area |
| Header Section | Layout | A header section that repeated for every page |
| Divider | Layout | A long horizontal line that separates sections |
| Table Set | Layout | Grid handling by using table style |
| Table Column | Layout | Add a column at the Table Set, only can drop at Table Set component |
| Attributes | ||
| Invoice No. | Invoice Attributes | Refer to Invoice Number |
| Invoice Date | Invoice Attributes | Refer to Invoice Date |
| Invoice Due Date | Invoice Attributes | Refer to Due Date |
| Payment Term | Invoice Attributes | Refer to Payment Term |
| Invoice Note | Invoice Attributes | Refer to Notes |
| Invoice Products Table | Invoice Attributes | Refer to all the invoice's products, will auto convert into products table Note: kindly do not further edit this element |
| Quotation No. | Quotation Attributes | Refer to Quotation Number |
| Quotation Date | Quotation Attributes | Refer to Quotation Date |
| Quotation Due Date | Quotation Attributes | Refer to Due Date |
| Quotation Note | Quotation Attributes | Refer to Notes |
| Quotation Products Table | Quotation Attributes | Refer to all the quotations's products, will auto convert into products table Note: kindly do not further edit this element |
| Company Address | Company Attributes | Refer to full set of company address at company |
| Company Name | Company Attributes | Refer to Company Name |
| Customer Name | Customer Attributes | Refer to Customer Name |
| Debtor Code | Customer Attributes | Refer to Debtor Code |
| Billing Address | Customer Attributes | Refer to full set of customer's billing address |
| Shipping Address | Customer Attributes | Refer to full set of customer's shipping address |
| Account Code | Chart of Accounts | Refer to Code |