First Steps

  • Created :Mon,02,2017
  • Last Updated:Wed,07,2017

Key steps towards starting with NEON

Please follow below steps in order to start using the system:

  • Currencies Setup – go to Settings -> Currency and add required currencies. 
  • Company Details – go to Company and fill your company details and MAIL settings (required for sending out  emails from NEON).
  • Invoice Templates – please setup invoice template from Billing -> Invoice Template section. Upload your company logo and other related information which will be displayed on your invoices. After creating invoice template click on Periodic View to add other details. Click here for more information.

  • Billing Class - Setup billing classes from Billing -> Billing Class. For more information on Billing Class click here.

 

After this setup Accounts and other relevant information.