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
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
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
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
When Client Receive An Invoice
The client will automatically receive an email notification about the invoice. Email Notification The client can download the attached PDF invoice, or click on the estimate link (see the link provided in the email). Upon clicking, the client can see … Continued
Manual Payment
Manual Payment Setup Go to Company Settings at https://app.officio.work/admin/settings Choose Payment Credentials setting In the Company Settings, choose menu item Payment Credentials https://app.officio.work/admin/settings/payment-gateway-credential Online Payment Credential menu item, choose Offline Payment Method Setting in Offline Payment Method. In this In this … Continued
Setup Stripe Integration
Stripe Setup First thing go to the Company Setting at: https://app.officio.work/admin/settings Choose Payment Credentials: https://app.officio.work/admin/settings/payment-gateway-credential Company Settings > Payment Credentials and choose Stripe 2. See the Stripe tab Login to Stripe Account 3. Login Into Stripe Account. With Administrator Access, there is … Continued
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
ToyyibPay Setup First thing go to the Company Setting at: https://app.officio.work/admin/settings Choose Payment Credentials: https://app.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
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