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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 ...
Consolidated Billing or Billing Profile (Bill To)
Consolidated Billing using Billing Profile (Bill To) You can create one invoice for multiple clients at once by linking them to a Billing Profile (Bill To). When multiple clients are linked to the same Billing Profile (Bill To), all their tasks, ...
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 ...