Billing Settings Overview
The Billing Settings section allows administrators to configure and manage billing-related preferences for the system. This includes options for payment methods, invoicing, and billing cycles.
Key Features
- Payment Methods: Configure accepted payment methods such as credit cards, bank transfers, or other options.
- Invoicing: Set up invoice templates, automate invoice generation, and manage invoice delivery settings.
- Billing Cycles: Define billing frequencies (e.g., monthly, quarterly) and customize billing schedules.
- Tax Settings: Manage tax rates and apply them to invoices as needed.
- Discounts and Promotions: Configure discounts or promotional codes for specific customers or services.
Accessing Billing Settings
- Navigate to the Settings menu.
- Select Billing from the available options.
- Adjust the settings as needed and save your changes.
For more detailed instructions, refer to the specific guides in this section.