Billing
Service and Package Bulk Assign to Clients
For Service: Go to Settings > Services. Open a recurring service and go to the Clients tab. Click on the +Assign to Clients button. Choose the clients and save. The service will be assigned to the selected clients. For Package: Go to Settings > ...
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 ...
Add Expenses to Invoice
Go to the Invoice and click the +New button. Enter all details, including the client's name. Scroll down, you see a box. Click on the +Add Expenses button. A pop-up will open; select the expenses you want to add to the invoice. Enter the description, ...
Link Invoices to Receipts (Invoice - Receipt Mapping)
• Go to Settings and open Billing Settings. • Enable the toggle for ‘Link invoices to receipts’. • Then, go to Receipts and click on the + New button. • Enter all details, including the client. • The invoice(s) will appear under the 'Settle invoices' ...
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 ...
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 ...
Create an Invoice
Go to Invoices, and Click on “+New” button. Search and click on the client’s name. Enter the date of invoice, invoice no., payment term and due date. Select the task(s) you are invoicing and click the Save button. Your invoice has been generated.
Cancel or Reverse-cancel Invoice
Cancel Invoice Go to Invoices and open the invoice. Click on “Cancel Invoice” button and confirm it. Your Invoice will be cancelled. Reverse-cancel To reverse cancel, open a cancelled invoice. Click “Reverse-cancel” button to open the edit invoice. ...
Create a Receipt
Go to Receipts, and Click on “+New” button. Fill in the basic details (Date, Receipt no., Payment mode, Client name and Amount). Click the Save button (Receipt saved).
Cancel or Reverse-cancel the Receipt
Cancel Receipt Go to the Receipts dashboard and open the receipt. Click on “Cancel Receipt” button and confirm it. Your Receipt will be cancelled. Reverse-cancel Receipt To reverse cancel, open a cancelled receipt. Click “Reverse-cancel” button to ...
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 ...
Edit or Delete Expense
Go to Expenses and open an expense. Click on “Edit” button to edit the details of the expense and Save it. Click on “Delete” button to delete this expense and Yes, delete it! Button.
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.
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.
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 ...
Billing History
Go to Settings, and Open “My Account”. Click the ‘Billing History’ tab to check all your payments.
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Subtask
What is a Subtask? A subtask is a smaller, manageable task that is part of a larger primary task. Subtasks help break down complex tasks into actionable steps, making it easier to track progress, assign responsibility, and meet deadlines. Each ...
Create New Client
Log in to the Dashboard Open the client panel, click on (+ New) button or just click (+) marker next to the clients menu. Enter all basic details of the client (Name, Type, Mobile number, Email, Address, PAN, GSTIN, etc). Select a Group (if any ...
Add Expenses to Invoice
Go to the Invoice and click the +New button. Enter all details, including the client's name. Scroll down, you see a box. Click on the +Add Expenses button. A pop-up will open; select the expenses you want to add to the invoice. Enter the description, ...
Clients Recurring Service
After adding clients to the dashboard you can add recurring services for clients like GST Returns, ITR, Accounting, Audit, etc. Also, you can set the price of tasks as per clients. Open the Client dashboard. Search and click on the client’s name. ...
Add or Edit Client Custom Fields
Add New Client Custom Filed Go to Settings and open “Client Custom Fields.” Click on the “+New” button and enter the Field Name. (Eg. DIN, CIN, TAN, Father Name, etc.) Select the Field Type (input for a text field or select for a dropdown). If you ...