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This tutorial explains how to create a Supplier bundle account in your accounting. What is a Bundle Account? A bundle account is a setting applied to an existing account that enables it to group related transactions together—typically useful when working with suppliers or consolidated billing structures. Step-by-Step Process: Follow these simple steps to create a bundle account: Access the Accounting Section Click on your profile name Navigate to Accounting → Account Search

The video provides a step-by-step guide on how to refund a client using a credit card, including creating a receipt in minus, credit invoicing, and creating a small invoice for cancellation fee. Step 1: Create a Negative Receipt Start by creating a r eceipt with a negative amount, representing the refund to the client. Open the Trip and go to Client Payments. Click the three dots menu next to the payment and select Receipt. Enter the refund amount as a negative value. Select

Steps to follow if you need to change the proforma after it has been converted to an invoice.