Getting Started with Admin -> Billing

Set up invoice layouts, GL defaults, taxes, carriers, and payment options to get billing running smoothly.

Set up your billing

Define invoice terms for customers at Admin -> Billing -> Invoice Terms.
Categorize invoices with Admin -> Billing -> Sales Categories. You can even upload category-specific graphics to display separate logos on invoices.
Manage unit names (like each, box, bag, feet) at Admin -> Billing -> Sales/Pricing Unit Name.
Define customer tax exemptions at Admin -> Billing -> Tax Exemptions.
Add shipping carriers and services (e.g., UPS Ground, FedEx Next Day) at Admin -> Payables -> Shipping Carriers.
Add and edit sales taxes at Admin -> Billing -> Sales Taxes. Use General Sales Tax Info for default walk-in tax settings. For automated tax compliance, explore our integration with Avalara.
Set up credit card processing at Admin -> Billing -> Credit Card Options. Click Add New Account -> NolaPay. If you don’t have a NolaPay account, click Sign Up on the page.
Review Admin -> Billing -> Company Options to configure invoice formatting, default bank accounts (Admin -> Ledger -> Bank Accounts), starting invoice numbers, and more. Expect to revisit this page as you fine-tune settings.
Update default GL accounts used for invoices and payments at Admin -> Billing -> General Setup.

Iterate settings: Don’t feel pressured to configure everything at once. Start with essentials, then return later to refine.

Logos & branding: Use Sales Categories with unique graphics to give different types of invoices their own professional look.