Books360 | Phonexa Holdings, LLC Help Center

Account

Account: Profile

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

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How to Set up Authorize.NET as a Payment Method

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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.

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Auto Charge Prepaid Buyers

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Account: Settings

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

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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.

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Publisher Management

Publisher Management: Payouts

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Publisher Management: Custom Payouts

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

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Publisher Management: Reports

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

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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.

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Publisher Management: Future Payouts

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

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Publisher Management: Adjustment

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

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Publisher Management: Balance

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

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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.

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Client Management: Reports

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

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Client Management: Invoices

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

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Client Management: Custom Invoices

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

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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.

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Client Management: Payments

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

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Client Management: Balance

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

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Books 360 Integration

Payouts Settings

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

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Invoices Settings

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

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Updated over a week ago