You can separate your revenue into different accounts to keep better track of it.
Before you start
Please review the following diagram to understand what you need before creating a new Revenue Account and how the different entities relate to each other in the system:
Add a Revenue Account
To add a new Revenue Account, follow these steps:
Log in to the Flex Admin Portal at app.officernd.com.
Go to Settings
> Billing Settings > Revenue Accounts. There, you will find four predefined revenue accounts and the option to add a new one.
Click Add Account.
Enter a Name for the Account.
(optional) Enter a Unique code to be used as an identifiable code for the account.
(optional) Enter a Description for the account.
(optional) Set the Color for the Account, which will appear in an invoice.
Select a Tax Rate (if applicable). Learn more about tax rates.
Click Add to create the account.
