Accounting Configuration

In this video, you’ll learn how to configure Mintsoft’s accounting automation, so dispatched orders move into the correct invoice status, and how to set when weekly/monthly charges are generated and sent to your accounts system. 

In just over two minutes, you’ll learn how to:

• Manually invoice orders via Bulk Actions
• Enable automatic invoicing for dispatched orders in Customer Account Settings
• Set billing schedules for monthly and weekly charge generation
• Configure the day of week or day of month for recurring billing
• Select your accounting integration (Xero, QuickBooks, Sage, Access Financials)
• Set the evening invoice‑run time
• Ensure all charges are processed once orders reach Invoiced status

With accounting automation enabled, Mintsoft handles your billing workflow - reducing manual invoicing, syncing with your finance platform, and keeping charges accurate and on schedule.