Billing

This section relates to the selected accounting package preferences.

Setting the Primary Accounting Package

• Select the primary Accounting package integration with the first drop-down list:

• Specify the "Accounts Receivable" ledger
  • This is the account your open A/R resides under
• Specify the "Undeposited Funds" ledger
  • This is a holding area where we reconcile ConnectBooster made payments
    • Once you see the money deposit into your bank account, you can fully "Make the deposit"

• Option to hide "Zero Dollar Invoices
  • (Usually time tracking/non-billable invoices)

• Select Default Invoice Class

  
  

  • This is the version your clients can view/print out.
  • Note: the first option is highest priority. In the example below, if the Connectwise version of the invoice does not exist, the system will show the fallback.

• Select your primary Gateway Integration system
  • This is "behind-the-scenes", and will not need to be changed.