How to use AkunPlus

How to use AkunPlus?

A. How to register?

1. Go to https://www.akunplus.com then click "Create account" button

2. Enter your full name, and email address, and create your password, don't forget to tick "Agree with Terms of Service" and then click get started.

3. You will receive a notification email from Karebooks, please check your email and click the verification link in that email.

3. Congratulations! you have registered with Karebooks cloud accounting software.

4. Now you can add your details.

B. How to add your business details?

1. If you haven't login yet please log in to https://www.akunplus.com
then click Sign in.

2. After you log in Go to Settings and add your personal details such as your full name, email, country, city, state, postcode and address and hit the save button.

3. Click "Business" button, then go to "Add new business"

4. Upload your business logo

5. Add your business name, address, ABN/ACN Number, Business phone number, and business email address.

6. Choose how your business currency

7. Choose your business industry then click "Save"

C. How to change my password?

1. log in to your account

2. Go to settings, then go to password.

3. Type your old password, then add your new password and please don't forget to save your password.

D. How to customize my invoice design?

1. Go to settings then click invoice customization, choose your desired design, then click accent colour box. A colour pallet will pop up, and you can choose any colour you like or match with your branding colour.

2. There is also a footer section that you may want to fill, this section will show on your invoices. You can add notes such as your payment terms, or your bank account details if you plan to receive payment via direct deposit from your customers or clients.

E. How to add customers?

1. Go to sales, then choose "Customers" you need to add the customer's Name, email, phone number, address, customer reference number, and contact person. You need to also add Billing information such as country and client currency.

2. After you add all this detail you need to click "Save"

F. How to edit customers?

1. Choose which customers you like to edit, then click the "Pencil" icon, you need to add the details that need to be changed and you can click save after the change has been completed.

G. How to add the SALES or EXPENSES category?

1. Go to Categories click the "Add new Categories" button, and then type the category you wish. For example "Sales" then you tick "Income" then click save.

2. You can also add another category for example "Insurance" then you can "Expenses" then click save.

3. Remember to check with Tax regulations, to see what you are eligible to claim with your tax.

H. How to add products or services?

1. Go to Sales, then a drop-down menu will open, choose Product and services. Click the "Add Product" button

2. Add your product name, price, and income category, and choose "Sales" (You can also tick add product for sales and purchase if you wish. You can also add product details if you wish.

3. Then click "Save"

I. HOW TO CREATE AN INVOICE?

1. Go to Sales then click "Invoices" then click "Create new invoice"

2. Add your customer by clicking the "+Add customer" button. You can create your own invoice number or you can let AkunPlus system create automatic invoice numbers for you.

3. Add your invoice date and due date, you can choose On receipt, 7 days terms, etc depending on your payment terms and conditions.

4. Click "+Add new item" Choose your item product/ service that you sell, add details description, edit the price if you wish, and then add quantity.

5. If you wish to add more products/services to your invoice you need to repeat the above steps.

6. You can preview what your invoice looks like, by clicking the preview button.

7. After you are happy with the look and the configuration of your invoice, you can click the "Save and Continue" button

8. You need to approve your invoice before you are able to send it.

9. After you approved you can go ahead click the "Sent" button

J. HOW TO CREATE A TYPE OF PAYMENT?

K. HOW TO RECORD MY INVOICE AS PAID?

1. Go to the Sales panel, and click the Invoice section. Go to the unpaid section, then you can click "Record a payment" Add the date when payment is being paid, and choose how the payment is made, for example Cash or Direct Deposit or Cheque or Credit Card, etc

L. HOW TO CREATE GST?

1. Go to "TAX" add new GST then click save

2. Add a new tax, and select the type of tax.

3. Add tax name, tax rate the save.

M. HOW TO UPGRADE MY SUBSCRIPTION?

1. Go to Subscription, and choose which plan suit you best.

2. Click upgrade and follow the payment promptly.