Add Revenue Accounts

Overview

In order to keep better track of your revenue, you can separate it into different accounts

Step-By-Step Guide

1. Log into the Flex Admin Portal at https://app.officernd.com/

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

3. Click on Add Account.

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 on Add to create the account.