Startup Guide
1. Interface Basics
For the interface basics please check the link:
2. Integration
This section is for all third-party integrations. If you have to setup any integration with accounting software like Xero, Quickbook or any payment gateway like fast pay, or GOCARDLESS, then please check the link.
3. Cron Jobs
Cron Jobs are background processes running to perform various tasks e.g. Auto Invoice Generator generates invoices.
4. Currencies
Go to Settings -> Currency and add the required currencies.
5. Company Details
Go to Company and fill in your company details and Mail settings (required for sending out emails from NEON). From version 5.0 onwards Mail settings have been moved under Integration check this link.
6. Email Template
Here you can manage your email templates.
7. Themes
If you want to white-label your NEON solution. You can set up your theme. Here you can manage multiple themes to white label NEON.
8. Services
Here you can manage your services. You can add, delete, and edit your services easily.
9. Subscriptions
Here you can manage your subscriptions (recurring charges) which you can apply to customers 'Account Subscriptions':
10. Invoice Template
Here you can create your customized invoice templates.
11. Tax Rate
Here you can manage your taxes.
12. Late Fee
To create a Late Fee go to Billing -> Late Fee. Here you can manage Late Fees.
13. Billing Class
A Billing class is a definition of various properties (e.g. invoice terms) that can be easily applied to a large number of Accounts. Here you can manage billing classes.
14. Accounts
This section is designed to create and manage accounts. Please visit the following link for more details.
15. Rate Management
If you are Rating CDRs in NEON then check this link
16. CDR
Here you can view customer and vendor CDRs.
17. Invoices
Here you can manage both customer and vendor invoices.
18. Payments
Here you can manage your customer and vendor payments.