Pre-Setup Requirement :
This application needs to be configured after Business Ops 360 package installation and before the end user begins using it through the user interface (UI).
1. Search for the “ Business Ops 360” in the app launchers search box.
2. Select the “Legal Entities” tab to create a Legal Entity record. e.g. Cloudy Wave LLC.
3. Configure Payment Gateway – Click on Legal Entity Name & Select “Setup” tab. Now add Payment Gateway with Type, default, active, Payment Methods details by enabling Credit cards, ACH, Signature Options.
4. Now, Legal Entity is mapping with the user by selecting Setup Tab & assign default Legal Entity to user & save.
Setup Layout:
