Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

Hi.

I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52!

I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please.

My services are paid through my wealth management company to which I'm appointed, into a capital account with some (but not all) expenses deducted from said capital account. I do not invoice anyone (personal/business).

I have a business bank account into which proceeds of the capital account are paid. I claim expenses which I incur personally and will (in time) pay for some OpEx direct from my business bank account.

I entered some payments I have received from the Wealth Management company into ZoHo Books so I can keep track of income but it Seems these need to be linked to an invoice - which I don't generate.

Might there be some user guides available for a situation similar to mine?

I hope so.

Thanks in advance.



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