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⌘Ctrlk
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  • About this handbook
  • Video tutorials
  • Onboarding
    • Initial basic settings
    • Initial finance settings
      • The standard price list for agency services
      • VAT rates
      • Payment methods
      • Payment terms & deadlines
      • Create text snippets
      • Automatic invoice forwarding
    • Absence management
    • Holidays
    • Home office assistant
    • Letterhead in onboarding
    • Creating users in onboarding
    • Create permission roles
    • Explanation of our customer - customer account - job structure
    • Subdividing larger jobs
    • Relationship between address book & customer management
    • How do I bill my effort to the customer?
    • Data imports
    • Process definitions in onboarding
    • Numbering systems
  • First steps
  • Time tracking
  • What are followups?
  • Tasks (formerly cases)
  • Job management
  • Finance
  • Reports
  • Address book
  • Settings
  • API documentation
  • Interactive media
  • New features
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For the complete documentation index, see llms.txt. This page is also available as Markdown.
  1. Onboarding

Initial finance settings

The standard price list for agency servicesVAT ratesPayment methodsPayment terms & deadlinesCreate text snippetsAutomatic invoice forwarding
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