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Overview

  • Introduction
    • Benefits and Features
    • Introductory Videos
    • How Taxamo Assure by Vertex Works
  • Release Notes
    • Version 2.1 (April 21st 2022)
    • Version 2.0 (March 2nd 2022)
    • Version 1.10 (October 31st)
    • Version 1.9 (September 30th)
    • Version 1.8 (August 30th)
  • Appendix
    • Terminology
    • Useful Links and Resources
    • API Authentication
    • Supported Countries and Currencies
    • Why Choose Taxamo Assure by Vertex?
    • How Taxamo Assure by Vertex Helps You

Configuration Guide

  • Setting up the Service
  • Quick Start Guide Overview
    • Installing the Files for the Quick Start Guide
    • Calculate Tax
    • Store Transaction
    • Confirm Transaction
    • Refund Transaction
    • Quick Start Reference
  • API Configuration Overview
  • Requests Overview
    • Integrating with your Checkout Processes
    • Using Transaction Keys
    • Configuring Refunds
  • JSON Objects Overview
    • Response-Only and Inactive Fields
    • Configuring Transaction Details
    • Configuring Product Codes
    • Configuring Reduced Tax Rates
    • Configuring Identifiers and Classifications
    • Configuring Buyers' Details
    • Configuring Payment Amounts
    • Configuring Shipping and Other Charges
    • Configuring the Product Class for Physical Goods
    • Configuring Addresses
    • Configuring Vouchers
    • Adding your eCommerce/Order IDs to Transactions
    • Configuring Currencies
    • Configuring Discounts
    • Adding Multiple Goods to a Transaction
  • Invoicing
    • Configuring Invoices
  • Plug-Ins and Add-Ons
    • Configuring the Adobe Commerce Plug-In
  • Testing the API Integration
  • Handling Errors

Users' Guide

  • Dashboard
  • Settings Overview
    • Managing Passwords
    • Enabling Multi-Factor Authentication
    • Managing Access Tokens
    • Managing Billing Information
    • Configuring Billing Information
  • Product Classification
  • Issuing Refunds from the Dashboard
  • Transactions List
  • Reports
    • Audit Report
    • Tax and Fee Report

Reference Guide

  • Requests Reference Overview
    • Calculate Tax
    • Store Transaction
    • Confirm Transaction
    • Refund Transaction
    • Retrieve Transaction
    • Retrieve Transaction Requests
  • Fields Reference Overview
    • Transaction Object Fields
    • Transaction Lines Object Fields
    • Address Object Fields
    • Refund Object Fields
    • Discount Object Fields
    • Voucher Object Fields
  • Frequently Asked Questions
    • General
    • Integration
    • Billing
    • Shipping and Returns
    • Royal Mail Group
    • Magento Plugin

Settings Overview

To access the Settings UI, open the side panel and click SETTINGS.

Settings UISettings UI

Settings UI

The following table summarizes the available settings:

Setting

Documentation

Manage Password

Managing Passwords

Enable Multi-Factor Authentication

Enabling Multi-Factor Authentication

View API Tokens

Managing Access Tokens

Manage Billing

Configuring Billing Information

Customize Invoices

Configuring Invoices

Updated 29 days ago


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