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getting_started [2014/11/05 10:23] Jaco van Wyk [Getting Started] |
getting_started [2014/11/05 14:06] Lisa Adams |
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- | ====== Getting Started ====== | + | ===== Getting Started ===== |
If you are starting out with [[https://billing.snapbill.com|SnapBill]], we recommend that you follow these guides to setup your account: | If you are starting out with [[https://billing.snapbill.com|SnapBill]], we recommend that you follow these guides to setup your account: | ||
- | ===== General Setup: Invoicing and Branding ===== | + | ==== General Setup: Invoicing and Branding ==== |
- | ===== Adding new Clients ===== | + | ==== Adding new Clients ==== |
+ | [[add_client]] | ||
+ | [[add_contact]] | ||
+ | [[add_user]] | ||
- | ===== Setting Payment Methods ===== | + | ==== Setting Payment Methods ==== |
+ | [[payment_methods]] | ||
+ | [[supported_payment_methods]] | ||
- | ===== Setting Up Tax Rules ===== | + | ==== Setting Up Tax Rules ==== |
+ | [[tax]] | ||
- | ===== Services, Charges and Recurring Billing ===== | + | ==== Services, Charges and Recurring Billing ==== |
+ | [[recurring_invoice]] | ||
+ | [[add_services]] | ||
+ | [[adding_an_expiry_date_service_rule]] | ||
+ | [[service_invoice_rules]] | ||
+ | [[create_an_invoice]] | ||
- | ===== Processing Payments From Clients ===== | + | ==== Processing Payments From Clients ==== |
+ | [[process_payments]] | ||
- | ===== Setting Up Debit Batches ===== | + | ==== Setting Up Debit Batches ==== |
+ | [[manage_debit_batches]] | ||