# Setup

- [Roles](/setup/roles.md): Set user access and permissions parameters to assign to a worker
- [Email templates](/setup/email-templates.md)
- [Payment Processors](/setup/payment-processors.md): 'Payment processors' describes Gateways and Processors.
- [Basys: low fees, VIP service](/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](/setup/payment-processors/authorize.net.md): A payment gateway from VISA. Process and store customer cards for payments.
- [Cybersource](/setup/payment-processors/cybersource.md)
- [PayPal](/setup/payment-processors/paypal.md)
- [USAePAy](/setup/payment-processors/usaepay.md)
- [Paragon (PAYA)](/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](/setup/configuration.md): Top level page
- [Company ⛭](/setup/configuration/company.md): Key information about your Company
- [Memo ⛭](/setup/configuration/memo.md): Set Memo Types, i.e. Follow up.
- [Ref # ⛭](/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 ⛭](/setup/configuration/leads.md)
- [Prospects ⛭](/setup/configuration/prospects.md)
- [Customers ⛭](/setup/configuration/customers.md)
- [Credit Controls⛭](/setup/configuration/credit-controls.md)
- [Jobs ⛭](/setup/configuration/jobs.md)
- [Sales Quote ⛭](/setup/configuration/sales-quote.md)
- [Sales Order ⛭](/setup/configuration/sales-order.md): Configure the Sales Order
- [Sales Invoice ⛭](/setup/configuration/sales-invoice.md)
- [Customer Credit Note ⛭](/setup/configuration/customer-credit-note.md)
- [Cash Sale ⛭](/setup/configuration/cash-sale.md)
- [Statements ⛭](/setup/configuration/statements.md)
- [Shipment ⛭](/setup/configuration/shipment.md): Configure the Shipment
- [Customer Refund ⛭](/setup/configuration/customer-refund.md)
- [Delivery Notes ⛭](/setup/configuration/delivery-notes.md)
- [RMA ⛭](/setup/configuration/rma.md): Configure RMA
- [Pick List ⛭](/setup/configuration/pick-list.md): Configure the Pick List
- [Supplier ⛭](/setup/configuration/supplier.md)
- [Purchase Quote ⛭](/setup/configuration/purchase-quote.md)
- [Purchase Order ⛭](/setup/configuration/purchase-order.md)
- [Item Receipt ⛭](/setup/configuration/item-receipt.md)
- [Cash Purchase ⛭](/setup/configuration/cash-purchase.md)
- [Bills ⛭](/setup/configuration/bills.md): Configure Bills
- [Payment to Suppliers ⛭](/setup/configuration/payment-to-suppliers.md)
- [Supplier Credit Notes ⛭](/setup/configuration/supplier-credit-notes.md)
- [Supplier Refunds ⛭](/setup/configuration/supplier-refunds.md)
- [1099 Categories ⛭](/setup/configuration/1099-categories.md)
- [Kit ⛭](/setup/configuration/kit.md)
- [Accounts ⛭](/setup/configuration/accounts.md)
- [Accounting Periods ⛭](/setup/configuration/accounting-periods.md)
- [VAT ⛭](/setup/configuration/vat.md)
- [Email Accounts ⛭](/setup/configuration/email-accounts.md): Connect and configure email accounts
- [OAuth for Outlook 365 ⛭](/setup/configuration/email-accounts/oauth-for-outlook-365.md): Microsoft has changed it's security for Outlook365.
- [Company Security ⛭](/setup/configuration/company-security.md)
- [Two-Factor Authentication (2FA)](/setup/configuration/company-security/two-factor-authentication-2fa.md)
- [Classifications ⛭](/setup/configuration/classifications.md): Configure Classifications for Searching and Reporting.
- [Document Templates ⛭](/setup/configuration/document-templates.md): Set up the screen and print views of your Documents.
- [Shipping Carriers](/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 ⛭](/setup/configuration/sales-invoice-1.md): Configure the Sales Invoice
- [Payments from Customers ⛭](/setup/configuration/payments-from-customers.md)
- [Sales Opportunities ⛭](/setup/configuration/sales-opportunities.md)
- [EasyPost ⛭](/setup/easypost.md): EasyPost automates the selection, review, and purchase of small parcel shipping.
- [Shipstation ⛭](/setup/shipstation.md): Connect Shipstation to Salesorder.com to automate transactions with multiple shipping vendors.
- [Web to Lead](/setup/web-to-lead.md): Capture Lead, Prospect, or Customer from a web form
- [Import data templates](/setup/import-data-templates.md): Use these to load any volume of data into your system.
- [Exporting Data](/setup/exporting-data.md)
- [Your Account](/setup/your-account.md)