Setup Stripe Integration

Setup Stripe Integration

Stripe Setup First thing go to the Company Setting at: https://officio.work/admin/settings Choose Payment Credentials: https://officio.work/admin/settings/payment-gateway-credential Company Settings > Payment Credentials and choose Stripe 2. See the┬áStripe┬átab Login to Stripe Account 3. Login Into Stripe Account. With Administrator Access, there is … Continued
Setup PayPal Integration

Setup PayPal Integration

PayPal Setup First thing go to the Company Setting at https://officio.work/admin/settings Choose Payment Credentials: https://officio.work/admin/settings/payment-gateway-credential Company Settings > Payment Credentials and choose PayPal To integrate PayPal into the application first you need to login into Paypal then the first thing … Continued
Setup ToyyibPay Integration

Setup ToyyibPay Integration

ToyyibPay Setup First thing go to the Company Setting at: https://officio.work/admin/settings Choose Payment Credentials: https://officio.work/admin/settings/payment-gateway-credential Company Settings > Payment Credentials and choose ToyyibPay 1. Go to https://toyyibpay.com/dashboard 2. In the main dashboard, scroll to the lower area and you can … Continued
Intro To Finance Module

Intro To Finance Module

Finance Module officio.work have 5 major components in the Finance module Estimates Invoices Recurring Invoices Payments Expenses Credit Note Estimate The estimate allows a user to submit an estimate or quotation to the customers. User can create an estimate, and … Continued
Estimate

Estimate

Introduction To access this function, the user can go to Finance > Estimates User can see the list of the estimate and view the status. Accepted status refers to when the client accepts the Estimate Not Sent status refers to … Continued
When Client Receive An Estimate

When Client Receive An Estimate

The client will automatically receive an email notification about the estimate. Email Notification The client can download the attached PDF estimate, or click on the estimate link (see the link provided or click on the button Approve / Reject in … Continued
Invoice

Invoice

Introduction To access this function, the user can go to Finance > Invoices User can see the list of the invoice and view the status. Unpaid status refers to when the invoice is still unpaid Paid status refers to when … Continued
Recurring Invoice

Recurring Invoice

Introduction To access this function, the user can go to Finance > Recurring Invoice Then, the user can see the list of the recurring invoice and view the status. To start, click on the Recurring Invoice button. User can see … Continued
Payments

Payments

Introduction To access this function, the user can go to Finance > Payments User can see the list of the payments recorded and view the status. All payments listed are based on the invoice being sent to the clients. User … Continued
Expenses

Expenses

Introduction To access this function, the user can go to Finance > Payments User can see the list of the expenses recorded and view the status. Record An Expenses To record an expense, use require to clicking to Add Expense+ … Continued