Billing

Covers tax rates and financial accounts, discounts, billing options, invoices and payments.

We will cover all billing options available in Nexudus. We will show you how to create tax rates and financial accounts, how will they be applied on invoices and what discounting options the system provides. We will demonstrate how to create invoices and manually raise them We will also together review the billing settings in the system and automate the billing operations.

  • Configure your tax rates and revenue accounts.

  • Review the billing settings and automate billing operations.

  • Create an invoice by hand.

  • Understand invoice statuses.

  • Edit an invoice.

  • Pay invoices.

  • Record a refund on invoices.

  • Invoice and contract periods.

  • Review outstanding not-invoiced fees.

  • Add discounts and apply those to plans, products and meeting rooms.

Billing Training Module (~35 minutes)

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