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12 articles found.

My Transactions

The "My Transactions" page is a vital hub within our company's digital ecosystem, providing comprehensive access to a wealth of transaction-related information, both…

3 min read

Profit and Loss Reports

Profit and Loss reports give you an overview of income and expenses. These reports allow you to view categorized income and expenses and view your gross and net inco…

1 min read

Taxes

Manage tax certification forms and related tax documents for your Better Sales Pro account. Open Taxes Go to Edit Profile. Under Account, click Taxes. Complete or up…

1 min read

Create an Invoice

Invoices let you bill customers for products and services, track what is owed, and connect billing to payments and reporting in Better Sales Pro. Before you begin Ma…

2 min read

Understand Invoice Statuses

Invoice status tells you where each bill stands in your collections workflow — from draft to paid or cancelled. Status definitions Draft — created but not finalized…

2 min read

Manage Invoice Line Items and Settings

Line items and invoice settings control what you charge, how tax is applied, and how the invoice appears to clients. Add line items On the invoice form, use Search I…

2 min read

Record a Payment on an Invoice

Recording a payment marks money received against an invoice so balances, status, and reports stay accurate. Manual vs online payments Manual recording — use when the…

2 min read

View and Manage Payments

The payments list gives you a single place to review money received and linked invoice or expense activity. Open the payments list Go to Sales → Payments to see all…

1 min read

Configure Payment Modes

Payment modes define how customers pay you and how your team categorizes payments when recording them. What is a payment mode? Examples include check, bank transfer…

1 min read

Record an Expense

Expenses track money your business spends — from supplies and travel to subcontractor costs — with optional receipts and project linkage. Before you begin Expense ca…

1 min read

Manage Expense Categories

Expense categories organize spending so you can analyze costs and prepare accurate reports. Why categories matter Categories group expenses by type — for example fue…

1 min read

Billable Expenses and Client Reimbursement

Billable expenses are costs you incur on behalf of a client and later recover through invoicing. Billable vs non-billable Billable — you plan to invoice the client f…

1 min read