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[Getting Started] Add Revenue Accounts
Updated today

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 four 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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