Books360

Completely automated accounting platform that helps you keep track of all payables and receivables from your vendors and customers

19 articles in this collection
Written by Support At Phonexa

Account

Account: Profile

Account profile section describes in detail how to manage the general information of your account, change password, and set the 2FA.

Written by Support At Phonexa
Updated over a week ago

Account: Bank Accounts

Account bank accounts section will guide you on how to add, view, and set up your bank account information in the system.

Written by Support At Phonexa
Updated over a week ago

Account: Settings

Account settings section enables for simple and quick customization of all your invoice settings through the account panel.

Written by Support At Phonexa
Updated over a week ago

How to Set up Stripe as Payment Method

Find out how to set up Stripe as a payment method and integrate it with Phonexa’s platform using this short step-by-step instruction.

Written by Support At Phonexa
Updated over a week ago

Publisher Management

Publisher Management: Custom Payouts

Publisher management custom payouts section makes managing payouts for publishers that are not displayed in the system or via email.

Written by Support At Phonexa
Updated over a week ago

Publisher Management: Reports

Publisher management reports section enables you to all sales reports of publishers and sort them by period, publisher or channel.

Written by Support At Phonexa
Updated over a week ago

Publisher Management: Mass Payouts

Publisher management mass payments section enables you to mark and view created payouts as paid, sort them by type or publisher.

Written by Support At Phonexa
Updated over a week ago

Publisher Management: Future Payouts

Publisher management future payouts section enables you to check and view all of the planned payouts and their dates.

Written by Support At Phonexa
Updated over a week ago

Publisher Management: Adjustment

Publisher management adjustment makes it easier to see, sort, and add changes to the publisher payouts in the system.

Written by Support At Phonexa
Updated over a week ago

Publisher Management: Balance

Publisher management balance enables you to monitor the current balance and status of each publisher in the system.

Written by Support At Phonexa
Updated over a week ago

Client Management

Add Payment

Wondering how to add payment to the client's balance? Our quick guide has all the instructions you need on how to manage and view payments.

Written by Support At Phonexa
Updated over a week ago

Client Management: Reports

Client management reports cover everything you need to know about client sales depending on channel, client, or time period.

Written by Support At Phonexa
Updated over a week ago

Client Management: Invoices

Client management invoices cover everything you need to know about client invoices, batch invoices and invoice history in one guide.

Written by Support At Phonexa
Updated over a week ago

Client Management: Custom Invoices

Client management custom invoices enables you to edit invoices for clients that are not shown in the system with ease.

Written by Support At Phonexa
Updated over a week ago

Client Management: Adjustment

Client management adjustment will enable you to see all the changes made to client’s balance as well as adding new ones.

Written by Support At Phonexa
Updated over a week ago

Client Management: Payments

Client management payments guide will show you everything you need to know about how to add and view your clients’ payments.

Written by Support At Phonexa
Updated over a week ago

Client Management: Balance

Client management balance section enables you to view the current balance of any client registered in your system.

Written by Support At Phonexa
Updated over a week ago

Books 360 Integration

Payouts Settings

Wondering how to set up accounting purposes? Check our quick guide to the Payout Settings for detailed instructions.

Written by Support At Phonexa
Updated over a week ago

Invoices Settings

Wondering how to manage the Invoice Settings in LMS/Call Logic system? Check our quick guide for detailed instructions.

Written by Support At Phonexa
Updated over a week ago