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getting_started [2014/11/05 14:00] Lisa Adams |
getting_started [2014/11/05 14:06] Lisa Adams |
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==== 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]] | ||