Setting Up Payment Terms

This section explains how to configure the standard payment terms given to your customers. The terms set will also automatically determine the due date for the customer’s payment to you. If you don’t have any payment terms, you can skip to the next course unit. Go to: Main Menu  >  Accounting  >  Settings  >  Payment … Read more

Adding “Tracking Categories”

After completing this section, you shall be able to setting up your tracking category. Go to: Main Menu  >  Accounting  >  Settings  >  Tracking Category  >  + New Tracking Category   (Click on image for larger view) Fill in the relevant information. (Click on image for larger view) Brief explanation: Name: A suitable reference. Parent (Optional): Select … Read more

Adding a New Currency

This section explains how to create a customer invoice. Step 1: Go to:  Main Menu  >  Accounting  >  Settings  >  Currencies  >  + New Currency Step 2: Fill in the relevant information. Step 3: Managing the exchange rates   Step 1 Go to: Main Menu  >  Accounting  >  Settings  >  Currencies  >  + New Currency (Click … Read more