palmettoplusbooks-server-wiki

ProfitPlusBooks Logo

Server Edition

PalmettoPlusBooks Server is a comprehensive accounting software designed for small and medium-sized businesses. It provides robust tools for invoicing, expense tracking, financial reporting, and time tracking, all from the convenience of a centralized server. The product can be deployed in VMWare (vmdk) or Linux/KVM/ProxMox environments (qcow2).

Usage

Here you can find instructions on how to get started and use the key features of the application.

Installation

COMING SOON!

Creating Your Company

  • After initial launch, the default password is password.
  • Login and setup your company.
  • Select whether you want your Billing Address or Mailing Address to populate on Estimates and Invoices.

Creating Your First Customer

  • Navigate to the 'Billing' section from the main dashboard.
  • Click the 'Customers' tab.
  • Create your customer.
  • You'll need a product and/or service (Products/Services pages) before you can create your first Estimate/Invoice.

Installing License

  • Navigate to the 'Settings' page from the main dashboard.
  • Click the 'License' tab.
  • Enter the license key that you received in the Shipping Order email. Be sure to check for white spaces when copying/pasting your key into the application!

Creating Your First Invoice

  • Navigate to the 'Invoices' section from the main dashboard.
  • Click the 'New Invoice' button.
  • Fill in the client details, line items, and payment terms.
  • Save the invoice as a draft or send it directly to your client.

Known Issues

As of the GA 1.0.0 release, we are currently unaware of any issues.

  • N/A

MD5 CheckSums

Verify your MD5 checksums! Below are the current checksums for 1.0.0:

  • VMDK:

  • QCOW2:


Notes

  • Taxes for products are based on the Invoice Addressee State. You can override this when creating an invoice.
  • Your data is YOURS. We collect telemetry ONLY in regards to how many computers the software has been installed on (license adherence), and running version associated with the key.
  • If we find that the license is being abused, we reserve the right to invalidate the license.
  • Backup your data! You can snapshot your VM or use the built in database backup utility.

Issues

Support Policy: Direct technical support is not included with the standard subscription-based license for this Product. However, during the validity period of your license, you are entitled to download any updated versions of the Software as they are released.

Issue Submission: You may report potential software defects, bugs, or other issues via EMail. Please note that while we review all submissions, we do not guarantee a direct response or a specific timeline for resolution.