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

Quick Add

Quick Add

Hello. In this video of Accelo I'm going to show you how to quickly create any sort of form of...

Creating Items
Add a New Company

Add a New Company

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,...

Creating Items
Add a New Contact

Add a New Contact

Hello. In this video I'm going to show you how to add a new contact to an already created company....

Creating Items
Add a New User

Add a New User

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

Creating Items
Add a New Campaign

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...

Creating Items
Add a New Sale
Creating Items
Add a New Quote

Add a New Quote

Hello. In today's video I'm going to be walking you through how to create a quote and how much you...

Creating Items
Add a New Project

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...

Creating Items
Add a Project Plan
Creating Items
How helpful was this page?
4.2 (Based on 14 ratings)
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