General Accounting Settings

The Accounting settings in Ad Sales Genius allows you to set your local currency, configure invoice line item types, and invoicing rules. This article will provide an overview for the main areas of the Accounting settings.

Access Accounting Settings

To access the accounting settings:

1. Click Settings > All Settings from the left-hand navigation menu.
   
   
   
   
2. The Accounting section of the Settings window is displayed on the far right.
   
   

Using the Accounting Section

The following options appear in the Accounting section.

Currency

You can use the Currency menu to designate multi-currency. Use this option if you are selling products outside your home currency. This setting is for Premium customers only.

Note: Do not change your home currency after establishing your contracts, proposals, or invoices.

To use multi-currencies, enter the exchange rates in the respective country's fields and click the Save button.

Invoice Line Items Types

Line items allow fees and discounts to be added to invoices. For example, you can create fees and discounts for writing off balances, early payments, late fees, and penalties as needed.

This page will show you your current line item types as well as any archived types.

To add a new Invoice Line Item Type, click the New Line Item Type button and give your new time a name and type. 

Invoicing Rules

Invoicing rules allow you to configure how you want your invoices to be handled. For more information on configuring your Invoicing Rules, check out this article in the knowledge base.