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Add Revenue Accounts
Updated over a month ago

You can separate your revenue into different accounts to keep better track of it.

1. Log in to the Flex Admin Portal at app.officernd.com.

2. Go to Settings > Billing Settings > Revenue Accounts. There, you will find 4 predefined revenue accounts and the option to add a new one.

3. Click Add Account.

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4. Enter a Name for the Account.

5. (optional) Enter a Unique code to be used as an identifiable code for the account.

6. (optional) Enter a Description for the account.

7. (optional) Set the Color for the Account, which will appear in an invoice.

8. Select a Tax Rate (if applicable). Learn more about tax rates.

9. Click Add to create the account.


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