Account
Your guide to the Invoicing feature
VideosHow to enable the Invoice payment account: How to create and issue invoices: How to merge invoices: How to track invoice...
How to print different barcode and reference formats per product
What does it mean? In the Palisis system, accounts typically use a single PDF template for all products. This means that, at a ...
How to change a user's password
VideoHaving trouble viewing? Watch the video here! Where do I find it?Account > User ManagementOnly users with the User Managem...
Using the Palisis UAT environment for testing
Where do I find it? Palisis BackOffice What does it mean? UAT (User Acceptance Testing) is a dedicated staging environment that...
How to set up your Booking invoice template
Video Where do I find it?Account > Templates > PDF Templates > Booking invoice What does it mean?The Booking invoice template i...
How to create a ticket layout for BOCA printers
Video Where do I find it?Account > Templates > Ticket Templates > Ticket layout What does it mean?This article provides guidanc...
How to use the email tokens
Where can I find it? Account> Templates> Email Templates: What does it mean?Tokens serve as placeholders for dynamic content in...
Initial setup guide for the Austrian tax integration
What does it mean?This article provides essential information for our valued partners in Austria regarding the tax integration ...
Setting up VAT Rates, products, and price plans for Austrian fiscal compliance
What does it mean?To operate in Austria, your cash register system must comply with strict fiscal laws. This requires a seamles...
Wie erstelle ich eine Fiskaly Meldung?
Video Wo finde ich es?Account > Fiskaly Submission Was bedeutet es?Eine Fiskaly Meldung ist die offizielle, elektronische Meldu...
Wie richte ich ein Fiskaly Betriebsstätte ein und füge die Clients hinzu?
Video Wo finde ich es?Account > Fiskaly Establishment Was bedeutet es?Ein Betriebsstätte repräsentiert einen spezifischen physi...
Ihren Fiskaly Steuerpflichtigen erstellen
Video Wo finde ich es?Account > Fiskaly Taxpayer Was bedeutet es?Der Fiskaly Steuerpflichtige repräsentiert Ihre zentrale juris...
Datenübermittlung für die deutsche Kassenmeldepflicht aus dem Palisis Backoffice
Wo finde ich es?Account > Fiskaly Submission Was bedeutet es?Diese Anleitung führt Sie durch den Prozess Ihrer ersten Fiskaly M...
How to use the admin section of the self service
Where do I find it?To access the admin section, follow these steps on the self-service touchscreen after clicking the pattern: ...
Understanding the invoices
Where do I find it?Account > Billing What does it mean?This section explains the charges detailed in your monthly invoice. It e...
Initial setup guide for Greek tax integration
Videos What does it mean?This article provides essential information for our valued partners in Greece regarding the tax integ...
Cumplimiento de la nueva regulación fiscal
Los Sujetos Pasivos del Impuesto sobre Sociedades (generalmente empresas o corporaciones) deben tener sus sistemas informáticos...
How to switch between accounts
Where do I find it?User > Account switch What does it mean?Account switching in Palisis allows users to seamlessly move between...
How to set up your "Templates"
Where do I find it?Account > Templates What does it mean?Welcome to our support guide on setting up your 'Templates' for your a...
How to set up "Payments & Currencies" in your account
VideoIn this video, we show you how to set up your payment methods and currencies. Where do I find it?Account > Payments & Cur...
How to set up "Geography & Locations" in your account
VideoIn this video, we’ll show you how to create the Geography & Locations section. Where do I find it?Account > Geography & Lo...
How to setup the reservations
Where do I find it?Account > User Management > Edit user > Special permissions What does it mean? Th...
How to use the Palisis printer tokens
Where do I find it?Account > Templates > Ticket Templates What does it mean?The various Receipt/Ticket/Voucher layouts of the h...
How to download my invoices
Where do I find it?Account > Billing What does it mean?In this article, you will learn how to check and download your invoices ...
How to configure "Vehicles"
Where do I find it?Account > Vehicles What does it mean?In this category, you can specify all the different vehicles used in yo...
Sales Configuration
Where do I find it?Account > Sales Configuration What does it mean?Here, you can locate the global sales settings for both the ...
How to setup scheduled emails
Where do I find it?Account > Templates > Email Templates What does it mean?The scheduled emails provide you with the ability to...
How to use the PDF tokens
Where do I find it?Account> Templates> PDF Templates: What does it mean?Tokens are placeholders for dynamic content. Below is t...
How to enable the new PDF layout
Where can I find it?Head to Account > Templates > PDF Templates to get started. What does it mean?This layout applies to bookin...
How to add the pickup point information on the reservation PDF Template?
Where do I find it?Account > Templates > PDF Templates > Invoice What does it mean?By default, the Invoice PDF template does no...