The first thing you'll want to do is at a tax or two. Taxes can be applied to specific products or services while creating invoices.
To add Taxes:
- Login and go to Billing > Billing Setup > Taxes
- Click "Add New Tax"
- You can return to this page to add additional taxes later.?á One or two should be sufficient for now.
Add Line Items
Line items represent your products and services. You'll want to add a couple to get started
To add Line Items:
- Go to Billing > Billing Setup > Products & Services
- Click Add New Item
Create Invoices and Payments
Create invoices when people owe you money and enter payments when you collect money.
To Create Invoices:
- Go to Billing > Invoices
- Click Add New Invoice
View Customer Transactions & Balance
As you create invoices and payments for customers you'll want to keep a tab on current customer balances.
To view a customer's transactions:
- Go to Billing > Transactions
- Select a Customer at the top of the page to view that customer's transactions and outstanding balance