LedgerOS
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Open LedgerOS
The complete LedgerOS course
52 walkthroughs · about 167 minutes
Outline
1
First steps
2
Your clients
3
The client portal
4
Documents
5
Requests & signatures
6
Organizers
7
Proposals & engagement
8
Getting paid
Connect payments
Send an invoice a client can pay online
Creating an invoice
Receivables, partial payments and refunds
Autopay
Connect QuickBooks
Rates and billing settings
9
Communication
10
Calendar & scheduling
11
Work & your team
12
Compliance & tax tools
13
Workpapers & review
14
Settings & administration
Chapter 8 · Getting paid
Rates and billing settings
Walkthrough 7 of 7 · about 3 min
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Messaging: internal vs client
