Module: Billing

Payments & Billing Training Guide

Manage payment methods, billing receipts, tax invoices, and payment histories.

9 min read

Beginner Level

1 Core Lessons

What You Will Learn

By the end of this training module, you will be able to:

Add and update corporate credit cards, debit cards, and banking methods

Download monthly and annual GST/VAT compliant tax invoices

Update billing contacts to ensure accounts payable receives invoices automatically

Resolve failed payment notices quickly to avoid workspace suspension

Tax Invoice

An official fiscal receipt itemizing charges, applied taxes (GST/VAT), and business registration numbers.

Step-by-Step Walkthrough

Follow these practical guides to master every capability of Payments & Billing.

Lesson 1 of 1

Ensure uninterrupted CRM service.

Go to Settings > Billing > Payment Methods to add a primary and backup card.

Click 'Download PDF' next to any billing period in the Invoice History table.

Keeping a backup payment method on file prevents accidental service interruptions.

Common inquiries regarding Payments & Billing in KineCRM.

All past invoices are permanently archived in Settings > Billing and available for PDF download 24/7.

Start tracking leads, accelerating sales, and managing customers with KineCRM today. No credit card required.