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HostBilling Pro
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Business Suite Documentation
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Business Suite
Introduction
Product Overview
Key Benefits
Getting Started
System Requirements
Installation
Initial Setup
Quick Tour
Installing Business Suite
Financial Management
Managing Bank Accounts
Income Management
Expense Management
Transfers
Bills Management
Assets
Bank & Cash Accounts
Adding Bank & Cash Account
Account Balances
Deposit
Expenses
Account to Account Transfer
Customer Relationship Management (CRM)
Customer Management
Leads Management
Companies
Groups
Files
Custom Fields
Interaction Tracking
Creating a Customer Account
Creating and managing leads
Customer List
Sales
Creating an Invoice
Managing Invoices
Recurring Invoices
Receiving Payments
Quote Management
Order Management
Point of Sale (POS)
Untitled
Placing new order
Creating Quote
Managing Quotes
Invoice Payments
Purchasing
Supplier Management
Purchase Orders
Products and Services
Product Management
Service Management
Products
Services
Project Management
Task Management
Milestone Tracking
Time Tracking
Customer Support
Ticket Management
Predefined Replies
Knowledge Base
Knowledge Base Articles
Untitled
Articles
Creating Ticket
Solving Tickets
Writing Article
Tickets Department
Document Management
Documents
Upload Documents
Getting Files from Customers
Human Resources (HR) Management
Employee Management
Payroll Processing
Attendance Tracking
Reports
Financial Reports
Sales Reports
Export
Account Statements
Income Reports
Expense Reports
Income vs Expense
Reports by date
System Administration
General Settings
Users and Roles
Email Settings
Payment Gateways
SMS Configuration
Tax Settings
Localization Settings
Staff
Roles
Currencies
Expense Categories
Income Categories
Payment Methods
Sales Taxes
Email Templates
Custom Contact Fields
Automation Settings
Choose Features
Checking Version
Update Procedures
Version Upgrade Guide
Data Backup Best Practices
Troubleshooting Upgrades
Database Schema Updates
Restoring a Backup
Troubleshooting
Common Errors and Solutions
Debug Mode
Email Troubleshooting
Data Recovery
File Upload
PDF Generation
Contacting Customer Support
Common Troubleshooting Tips
Enabling Dev Mode
Resetting password
Customization
Built-in Customization Options
Managing Features
Editing Layouts
Setting Up Your Local Currency
Customizing Invoice Templates
User Interface
Customize
Editor
Themes
API Documentation
Introduction
Authentication
Endpoints
Errors
Client API
Client Dashboard
Leads
Making your first request
Plugin Development
Plugin Architecture
Adding navigation menus
Controllers
Helpers
Introduction to Plugin Development
Options
Routing
What Are We Building?
Writing the installer
Writing uninstaller
Frequently Asked Questions (FAQ)
General FAQs
Billing FAQs
Technical FAQs
Licensing FAQs
Utilities
Activity Log
Email Message Log
Invoice Access Log
Database status
CRON Log
Integration Code
System status
Terminal
How-to guides
Generate invoice automatically after placing order
Upload admin profile picture
Add Custom Javascript Code
Give access to an employee that only allows to access certain data
How to modify prefix
Editing Template File
How to generate Demo data
Import Data
Moving to HTTPS
Release notes (legacy)
Version 4
Version 3.4
Version 3.3
Version 3.2
More guides
Dashboard
Purchase
Project Management
Orders
Tasks
Products & Services
Reports
API
Developer Documentation
Other Features