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Create a Service
Open the Main dashboard. Go to Setting and open Services. Click on “+New” button. Provided Service Name Like GST, ITR, Audit, etc. Click the Next button. Enable the service (is enabled?) or (Is Recurring?) Select user(s) and fill in billing details. ...
Client Service-wise User & Billing Settings for Auto Tasks and Auto Invoicing
This feature allows you to configure Billing Entity and Assigned Users for each client's service. These settings are used for automatic task generation and automatic invoice generation. You can configure the Billing Entity in two ways: 1. Client → ...
Create Recurring Service
Go to settings and open Services. + New or edit a service. Enter the service name Enable the toggle ‘Is Enabled?’ Enable Recurring using the toggle button. Set Auto Task Creation Frequency - Monthly/Quarterly/Yearly. For Monthly: • Creation Date: ...
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 ...