How do I edit my billing address?

You can change your billing address by creating a new invoice in a client record and editing the information in the field located at the upper right corner of the invoice. However, this information must be edited manually when each invoice is created.

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• Is it possible to do monthly billing?

  Yes, you can include several services on the same invoice.

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• How do I record a business transaction?

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• Can I use multiple different rates on the platform?

  The platform offers multiple rate options for billing your clients: Set Your Main Rate: Go to Settings > Billing > Information to establish your primary rate. Assign Specific Rates to Clients: For individual client records, open the desired record, ...