Using acclux accounting

how to invoice my tasks

With acclux accounting, you can invoice your tasks and its logs to your clients. To  invoice youe tasks: 1. Go to invoices section, the click on New 2. Add invoice main details. 3. Enter the invoice information in the following details: Contact name: s...

creating and duplicating projects

Creating a project in acclux accounting is one of the first steps to getting started. After you create a new project, you’ll be able to create its tasks, follow project progress and invoice the project tasks. Creating new project Go to Projects section then go to Projects li...

how to change my invoice template

Acclux accounting provides you with a set of well designed invoice templates, you can select the design that's best for you. To change your invoice template: 1. Log in to your acclux accounting account. 2. Go to Setting section, then go to the Document Template tab. 3. Under the In...

how to change my estimation template

Acclux accounting provides you with a set of well designed estimation templates, you can select the design that's best for you. To change your estimation template: 1. Log in to your acclux accounting account. 2. Go to Setting section, then go to the Document Template tab. 3. Under ...

how to configure my paypal account in acclux accounting

Configuring your PayPal account will allow you to get paid online and receive money from your clients through the acclux accounting invoice portal. It's completely automated process, once your client paid you online, you will receive the money on your PayPal account. To configure your Pa...

how to use template codes in my email messages

With acclux accounting, you can send emails to your contacts easily and quickly using email message templates. By default, you have three email templates associated with each document. - Email message for invoices. - Email message for estimations. - Email massage for purchase orders. Y...

working with acclux accounting's dashboard

acclux accounting dashboard is your startup page where you can find a full overview your business. acclux accounting dashboard dose analysis to your data by month or by year. Company statistics This section displays the following information: Income: shows...

get your invoices paid online

acclux accounting provides you with a great tool to get your invoices paid online using the acclux accounting invoices portal and PayPal online payment.   1. Define your  Paypal account in your company settings. 2. After you create the invoice for your customer,  Email th...

working with projects and tasks

With acclux accounting, projects and tasks management is made very simple and easy but very useful and handy in the same time. In acclux accounting you can define unlimited number of projects and for each project you can add unlimited tasks.    For each project you can: 1. Cre...