Module Documentation
- Accounting
- Xero Integration
- Xero Accounting Overview
- Invoice and Payments Flow
- Payment Gateway Setup For Xero Integration
- Setting Default GL Codes
- Adding GL Codes for Products
- Adding GL Codes to Service Types and Usage
- Locking Due Invoices
- Credits for Xero-integrated departments
- Xero Self-Assessment Checklist
- Manual Sync of Xero Payments and Invoices
- Re-synchronising Chart of Accounts
- Xero Integration
- Admin
- Customers Section
- General
- Help Desk Section
- Management
- Reporting
- Active Customers
- Aged Receivables
- Aged Receivables Detailed ( Invoice Listing )
- Ancilliary Charges
- Bad Debt Detail
- Billed Minutes
- Billing Period Analysis
- Billing Period Summary/Compare
- Check For Duplicate Services
- Credit Card Payments
- Credits Report
- Customer Billing Usage Analysis/Compare
- Customer Details Report
- Customer List With Payment Method
- Customer Services ( By Customer and Service Start Date)
- Customer Signup Revenue Profit
- Customer Validation Issues
- Debt Collection Agency
- Ended Customers Detail Report
- Failed Payments
- GP By Account
- GP By Service
- Invoice Email Delivery Report
- New Customer Details
- Payments Received Against Aged Receivables
- Purchases Details Summary
- Reseller Commission Report
- Revenue ( Inc Tax )/Payments Received Summary
- Revenue By Location
- Services Commission Report
- Services Liability Commission Report (Detailed)
- Services without Call Rates
- Unpaid Invoices at a point in time
- Wholesale Providers Liability
- Wholesale Providers Payable
- Credits Notes ( Pending Approval ) Report
- Credits Notes ( Approved ) Report
- Xero - Payments Information
- Wholesale Providers Liability Detailed ( Dealer Commission non-payable )
- Scheduling a Report
- Save a Report
- Lead Assigned User Report
- Credit Management Customers
- Report - Service Type List
- SMS Templates
- Bill Runs
- Reporting
- Sales
- Orders
- Invoices
- Invoice Generation
- Call Processing/Rating
- Re-Sending PDF Invoices
- Create an Invoice
- Create a new invoice in PracBill system with services and usage
- Draft Invoices
- Edit or Modify Invoice
- Add/Remove Charges to an invoice
- Viewing a PDF Version of an Invoice
- Taking a payment on an invoice
- Invoice Admin
- Accounts Contacts - Invoice Email Recipients
- Pro-Rata Credits for Ended Services
- Credits for Customers
- Price Books
- Commissions Price Books
- Quote Templates
- Services Section
- Stock
- Suppliers
- Tech Stuff
- Telco