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

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3. Click on Plans

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4. Select the Plan to Edit

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5. Click on Billing

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

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7. Click on Update to save changes

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