Related Articles
Add or Modify the Billing Setting
Go to Settings, and Open “Billing Settings”. Place your Logo (Upload by ✎ button) Enter the company details (Name, GSTIN, contacts and address) Enable the GST option (if your firm is GST compliant). Enter Invoice Heading, Enable or disable auto ...
Service Billing Setting
Open the Main dashboard. Go to Setting and open Services. Under the selected service setting there is an option for billing setting. Fill SAC Code, Default Billing Rate (Price of service), and GST Rate.
Package Billing
Go to Invoice and click on the + New button. Select the Billing Entity, Client, Date, and Payment Term. Enter the Invoice Number. The packages are highlighted in light blue color. Select the package, enter the Amount, Discount, and GST %. Click on ...
Billing Settings (Invoice, Receipt and Quotation Settings)
• Go to Settings and open Billing Settings. • Enable the toggle for 'Link invoices to receipts' (if you want to link invoices to receipts and maintain invoice status). • Enable the toggle for 'Enable item wise discount in invoice' if you want to show ...
Enable Automatic Task Billing
Open the Clients dashboard. Search or click on the client’s name. Click the Enable button “Create invoice automatically every month” Select a day of the month and click Enable button.