Accounting Settings
Accounting
The Accounting page is where you handle all of your company's financial settings in Paperless Parts. We've made it easy to update Credit Card Checkout information, set Payment Information, establish a Default Tax Rate, and set Purchase Order and Credit Receipts. Navigate to the settings page and scroll down to "Accounting", or click this link when signed into Paperless Parts.
Table of Contents
1. Credit Card Checkout
2. Payment Information
3. Default Tax Rate
4. Set Purchase Order
5. Charge Receipts
1. Credit Card Checkout
Please see our article on Accepting Credit Cards in Paperless Parts for more information on setting up and collecting credit card payments in Paperless Parts.
2. Payment Information
For account verification, after your bank information is updated in Paperless Parts, your account will receive two small deposits (the statement will include AMTS). These deposits can take 1-2 business days to appear in your account. After you have received these deposits, please return to this screen to confirm these deposit amounts and verify your account ownership (there will be a Verify button as shown below).
Come back here anytime to update your form of payment. Click Edit, and change your form of payment by clicking on the top dropdown menu.
3. Default Checkout Methods
Set the default checkout methods for when new accounts are created in Paperless Parts. Learn more about the checkout options and how to set these up in your account here.
4. Default Tax Rate
Note - you can set individual tax rates for specific accounts from the Contacts Page.
5. Purchase Order Fees Receipts
6. Charge Receipts
The CSV receipt of charges (downloadable from the settings page) reflects the charges that are placed at the time of the order and the payouts that are sitting in your Stripe account. Please refer to the day the order was completed and all parts were shipped and wait 1-5 business days from this date.