Setup your Invoices & Payments

Make end of the month invoicing quick and easy by creating Invoice Templates in advance, and creating Service and Material Items lists which can be added to any Project, Ticket, or Retainer, as well as their invoices.

Using this guide, you can:

• Create Invoice Templates
• Create Services & Materials
• Set up Ledgers
• Set up Tax Codes
• Set up Receipts & Payment Methods
• Set up your Billing Configuration