> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/setup.md). # Setup - [Roles](https://helpwith.salesorder.com/setup/roles.md): Set user access and permissions parameters to assign to a worker - [Email templates](https://helpwith.salesorder.com/setup/email-templates.md) - [Payment Processors](https://helpwith.salesorder.com/setup/payment-processors.md): 'Payment processors' describes Gateways and Processors. - [Basys: low fees, VIP service](https://helpwith.salesorder.com/setup/payment-processors/basys-low-fees-vip-service.md): Basys is our preferred payment processor. It's baked into your system and lets you process card and ACH Payments via Salesorder or the TAP at the lowest possible fees. - [Authorize.net](https://helpwith.salesorder.com/setup/payment-processors/authorize.net.md): A payment gateway from VISA. Process and store customer cards for payments. - [Cybersource](https://helpwith.salesorder.com/setup/payment-processors/cybersource.md) - [PayPal](https://helpwith.salesorder.com/setup/payment-processors/paypal.md) - [USAePAy](https://helpwith.salesorder.com/setup/payment-processors/usaepay.md) - [Paragon (PAYA)](https://helpwith.salesorder.com/setup/payment-processors/paragon-paya.md): Paragon is a third-party payment processor to process Customer card or ACH payments via Salesorder or the TAP. This integration is enabled by a Plugin. - [Configuration](https://helpwith.salesorder.com/setup/configuration.md): Top level page - [Company ⛭](https://helpwith.salesorder.com/setup/configuration/company.md): Key information about your Company - [Memo ⛭](https://helpwith.salesorder.com/setup/configuration/memo.md): Set Memo Types, i.e. Follow up. - [Ref # ⛭](https://helpwith.salesorder.com/setup/configuration/ref.md): Ref # (reference numbers) are unique IDs assigned to a trading partner or document. You can set these to increment sequentially as documents are created. - [Leads ⛭](https://helpwith.salesorder.com/setup/configuration/leads.md) - [Prospects ⛭](https://helpwith.salesorder.com/setup/configuration/prospects.md) - [Customers ⛭](https://helpwith.salesorder.com/setup/configuration/customers.md) - [Credit Controls⛭](https://helpwith.salesorder.com/setup/configuration/credit-controls.md) - [Jobs ⛭](https://helpwith.salesorder.com/setup/configuration/jobs.md) - [Sales Quote ⛭](https://helpwith.salesorder.com/setup/configuration/sales-quote.md) - [Sales Order ⛭](https://helpwith.salesorder.com/setup/configuration/sales-order.md): Configure the Sales Order - [Sales Invoice ⛭](https://helpwith.salesorder.com/setup/configuration/sales-invoice.md) - [Customer Credit Note ⛭](https://helpwith.salesorder.com/setup/configuration/customer-credit-note.md) - [Cash Sale ⛭](https://helpwith.salesorder.com/setup/configuration/cash-sale.md) - [Statements ⛭](https://helpwith.salesorder.com/setup/configuration/statements.md) - [Shipment ⛭](https://helpwith.salesorder.com/setup/configuration/shipment.md): Configure the Shipment - [Customer Refund ⛭](https://helpwith.salesorder.com/setup/configuration/customer-refund.md) - [Delivery Notes ⛭](https://helpwith.salesorder.com/setup/configuration/delivery-notes.md) - [RMA ⛭](https://helpwith.salesorder.com/setup/configuration/rma.md): Configure RMA - [Pick List ⛭](https://helpwith.salesorder.com/setup/configuration/pick-list.md): Configure the Pick List - [Supplier ⛭](https://helpwith.salesorder.com/setup/configuration/supplier.md) - [Purchase Quote ⛭](https://helpwith.salesorder.com/setup/configuration/purchase-quote.md) - [Purchase Order ⛭](https://helpwith.salesorder.com/setup/configuration/purchase-order.md) - [Item Receipt ⛭](https://helpwith.salesorder.com/setup/configuration/item-receipt.md) - [Cash Purchase ⛭](https://helpwith.salesorder.com/setup/configuration/cash-purchase.md) - [Bills ⛭](https://helpwith.salesorder.com/setup/configuration/bills.md): Configure Bills - [Payment to Suppliers ⛭](https://helpwith.salesorder.com/setup/configuration/payment-to-suppliers.md) - [Supplier Credit Notes ⛭](https://helpwith.salesorder.com/setup/configuration/supplier-credit-notes.md) - [Supplier Refunds ⛭](https://helpwith.salesorder.com/setup/configuration/supplier-refunds.md) - [1099 Categories ⛭](https://helpwith.salesorder.com/setup/configuration/1099-categories.md) - [Kit ⛭](https://helpwith.salesorder.com/setup/configuration/kit.md) - [Accounts ⛭](https://helpwith.salesorder.com/setup/configuration/accounts.md) - [Accounting Periods ⛭](https://helpwith.salesorder.com/setup/configuration/accounting-periods.md) - [VAT ⛭](https://helpwith.salesorder.com/setup/configuration/vat.md) - [Email Accounts ⛭](https://helpwith.salesorder.com/setup/configuration/email-accounts.md): Connect and configure email accounts - [OAuth for Outlook 365 ⛭](https://helpwith.salesorder.com/setup/configuration/email-accounts/oauth-for-outlook-365.md): Microsoft has changed it's security for Outlook365. - [Company Security ⛭](https://helpwith.salesorder.com/setup/configuration/company-security.md) - [Two-Factor Authentication (2FA)](https://helpwith.salesorder.com/setup/configuration/company-security/two-factor-authentication-2fa.md) - [Classifications ⛭](https://helpwith.salesorder.com/setup/configuration/classifications.md): Configure Classifications for Searching and Reporting. - [Document Templates ⛭](https://helpwith.salesorder.com/setup/configuration/document-templates.md): Set up the screen and print views of your Documents. - [Shipping Carriers](https://helpwith.salesorder.com/setup/configuration/shipping-carriers.md): Define your shipping vendors and their respective shipping methods. These settings are used by (a) integrations e.g. Shipstation, EasyPost etc. (b) manually record how the shipment was carried. - [Sales Invoice ⛭](https://helpwith.salesorder.com/setup/configuration/sales-invoice-1.md): Configure the Sales Invoice - [Payments from Customers ⛭](https://helpwith.salesorder.com/setup/configuration/payments-from-customers.md) - [Sales Opportunities ⛭](https://helpwith.salesorder.com/setup/configuration/sales-opportunities.md) - [EasyPost ⛭](https://helpwith.salesorder.com/setup/easypost.md): EasyPost automates the selection, review, and purchase of small parcel shipping. - [Shipstation ⛭](https://helpwith.salesorder.com/setup/shipstation.md): Connect Shipstation to Salesorder.com to automate transactions with multiple shipping vendors. - [Web to Lead](https://helpwith.salesorder.com/setup/web-to-lead.md): Capture Lead, Prospect, or Customer from a web form - [Import data templates](https://helpwith.salesorder.com/setup/import-data-templates.md): Use these to load any volume of data into your system. - [Exporting Data](https://helpwith.salesorder.com/setup/exporting-data.md) - [Your Account](https://helpwith.salesorder.com/setup/your-account.md) - [Revenue Submission Forms](https://helpwith.salesorder.com/setup/your-account/revenue-submission-forms.md)