Associate All Billing Plans with Revenue Accounts

Overview

In order to keep better track of your revenue, you can separate it into different categories – Revenue Accounts; often called Chart of Accounts. This article focuses on associating specific items with a specific revenue account.

1. Log into the OfficeRnD Flex Admin Portal
2. Navigate to the Billing & Products module and select Edit Billing Plan/Billing Tab

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal

2. Select Billing & Products Module

3. Click on Plans

4. Select the Plan to Edit

5. Click on Billing

6. Select the Account field and select from one of the preconfigured revenue accounts

7. Click on Update to save changes