Video Library » Configuration & Setup » Billing & Rates » Billing & Rate Settings

Billing & Rate Settings

Welcome to another session of How to Do Things in Accelo. Today we're going to be looking at Accounts & Rates. The way we're going to get there is clicking here, going... Read More

Welcome to another session of How to Do Things in Accelo. Today we're going to be looking at Accounts & Rates. The way we're going to get there is clicking here, going down to Configuration, it will bring you to this screen right here. So, Billing & Rates, right there. Let's go ahead and select Settings. So, here we have a lot of information, I'm going to walk you through some of it. Some of it you can read in the grey here and that'll tell you what it means but we'll walk through it together. Of course, Billing. The Billing Staff is going be the person who is in charge of all accounts receivable-payable in your company, the person that needs to be notified when invoices are posted, for example, or paid. Expense Approval, we are Mark Jellison but we can go ahead and change that Rebecca Gramm. Business Number title, this is the number title of your business' identification number such as if VAT ID or an ABN and it is used in conjunction with the actual number below in your invoices, which is also optional. So, the Business Number. Currency Symbol, here we have the Dollar sign or we can have Euro or Pound. Currency Title, Tax, Invoice, Next Invoice ID just like retainers, tickets, projects and sales which all have IDs. This will be the next number that shows up on your invoice. Default Invoice Due Dates, so when you raise an invoice the default one will be two weeks from when its raised. As we scroll down we see many other options. Down here we can also integrate it with Stripe, Authorize and PayPal. Thank you for watching, good luck.

Read Less

Add New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do...

Configuration & Setup

Add a New Project

In this video we'll show you how to add a new project so that you can start delivering your milestones...

Configuration & Setup

General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your...

Configuration & Setup

Add New Activity

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded...

Configuration & Setup

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose...

Configuration & Setup

Request Settings

In Accelo you can create different request cues for all of the emails that go to shared or generic company...

Configuration & Setup

Add a New Ticket

There are several different ways tickets in Accelo. One being from the big blue Create button, you would Create and...

Configuration & Setup

Add a New Sale

Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is...

Configuration & Setup

Add a New Campaign

Hello. In this video I'm going to show you how to create a campaign for emailing out of Accelo. We'll...

Configuration & Setup
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue