Here is the entire series of billing setup videos in one place. You may hover over the playlist on the right to watch a specific video.

If you prefer written instructions, start with the Billing System Introduction.

Note for New CMS users: These videos were shot long before the New CMS existed. The information is still relevant, and the main differences are the beginning steps to navigate to a certain area. The steps are the same after that.

For all of these, click the beginning item in the left side menu.

Instead of Billing Admin, click Business Tools for

  • Billing Setup
  • Invoices & Payments
  • Export for QuickBooks

Instead of Team Admin > Account/Member Admin, click Team Tools > Members.