getting_started
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getting_started [2014/11/05 14:00] Lisa Adams |
getting_started [2014/11/05 14:09] Lisa Adams |
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| ==== General Setup: Invoicing and Branding ==== | ==== General Setup: Invoicing and Branding ==== | ||
| + | |||
| + | [[branding]] | ||
| + | |||
| + | [[invoicing]] | ||
| ==== 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]] | ||
getting_started.txt ยท Last modified: 2014/11/05 14:09 by Lisa Adams
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