Documentation -> Billing/Invoicing -> Prerequisites

There are some things, that if set up before trying to use the billing features, will save you some aggravation. Some are set for you when a new set of books are created, but if you had already created your set of books before the billing features were added, then you may have to make some of these changes yourself.

There's a new setting in the Create or Edit page of each set of books for "Accounting Method". Please choose "cash" or "accrual" based on which accounting method you intend to use for your books and which one you want flowlog to use when making entries on your behalf.

You need one Group in your Chart of Accounts to be designated as the Current Assets group. This should be set for you unless you changed it. If you are creating a new set of books, it will be set for you.

Edit the appropriate group in your Chart of Accounts and set it as the Current/Short Term Liabilities group. If you are creating a new set of books, it will be set for you.

If using the Accrual Method, for Invoices you'll need at least one each of Accounts Receivable (just one), Cash and Income accounts. For Bills you'll need at least one each of Accounts Payable (just one), Cash and Expense accounts

If using the Cash Method, for Invoices you'll need at least one each of Cash and Income accounts. For Bills you'll need at least one each of Cash and Expense accounts.

For Invoices you'll need your Customers set up first, and if you want to use notification, they will need to have a primary email addresses set.

For Bills you'll need your Vendors set up first.