• Intro to HostBilling

Initial Setup

• New to HostBilling Checklists
• Business Settings
• Localization

• Client Portal

• Custom Domain

• Products

Customers

• Managing Customers
• Sending Emails
• Sending SMS
• Customer Registration

• Companies

Customer Service

• Support Ticket
• Canned Responses
• Live Chat Integration

Sales

• Invoicing
• Quotes
• Orders

Files

• Managing Files
• Sharing Files with Customers

• Payment Gateways

Finances

• Bank Accounts
• Record an Income
• Record an Expense
• Transactions