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.

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方