Accounts

Accounts covers the money in both directions: what you bill your customers, and what you pay the people who did the work.

Built from source, not yet walked

The areas below come from the application’s own routes. The names should match, but the menu wording and grouping have not been confirmed on screen. Treat the paths as a good guide rather than gospel until that is done.

Billing your customers

• Invoices — the invoice runs themselves
• Clients — a customer’s accounts-side record, including what they owe
• Invoice Builder — designing what an invoice looks like
• Invoice Settings — defaults applied across invoicing
• Revenue report and Job audit — checking the numbers before they go out

Paying contractors

• Contractors and Contractor invoices
• Contractor settlements and Contractor deductions
• Earnings reports
• Extra payments and deductions for couriers and agents

Accounting

Where your accounting system connects, if you use one. Aged balances shown against a customer come from there.

Guides in this section

• Create an invoice template for one customer
• Choose how a customer’s invoices are grouped
• Show a statement on invoices

Start with How invoicing fits together if you have not read it — it explains which of these settings does what.