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Contains accounting information like tax presets and chart of accounts.
How to Add Tax To Invoices Items
To create tax presets, simply do the following: Go to the Accounting tab Click Tax Presets Click Add Tax Preset Enter the tax information and click Save
Adding Account Types
Adding account types Click “Select Income Account”, You’ll see that you have four or five to choose from, but if you want to add a new Account type: Click on “Accounting”(Left), then find“Add Account Type” (Upper-Right). Make sure it’s an income account, because that’s what you’re billing for. Give it a name and a description, the name is mandatory but the description is not, we suggest putting in both. Click save
Tax Preset Overview
Tax Preset Overview You have the ability to add two different taxes to each invoice item. You can click on that and select a tax you want to apply to that item. Those taxes will be shown in the subtotal at the bottom of the invoice. The way you can add taxes is: Click on Accounting Go to Tax Presets Click Add Tax Presets There you can put in the tax name, percentage, and number ID. What the customer will see is the tax name and percentage.
Editing or Deleting Tax Presets
To edit or delete your tax presets: Go to the Accounting tab Click Tax Presets On the far right of the tax you'd like to delete or edit, click the three dots and follow the steps.
Account Type Overview
If you go over to the “Accounting” tab (Left), you will see a default list of account types. These are separated into two main categories: Income Expense. -Expenses: Feel free to add any expenses that suit your business. If you go into the “Transactions” tab, and if you want to add an expense: click on “Add Expense”, then select the payment method, and then, select an expense account. That allows you to see how much money yo
Editing Account Types
Editing Account Types: Go to the “Accounting” tab, Select the income account you want to edit Click on Edit. Then you can simply change the name and description.