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Create an Expense
Go to Expenses, and Click on “+New” button. Enter the Date, Category (if not available click “+Add New” and save). Select the client (if this expense is relevant to any client). Enter amount and select the payment mode. Type Notes (required narration ...
Add or Edit Expenses Categories
Add Expenses Categories Go to Settings, and Open “Expense Categories”. Click on “+New” button and enter a Category Name. Click the Save button. Edit Expenses Categories To edit this category, click Edit (✎) button next to the category name. Click the ...
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, ...
Billing History
Go to Settings, and Open “My Account”. Click the ‘Billing History’ tab to check all your payments.
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 ...