Understanding Billing & Invoicing

Understanding Billing and Invoicing:

Admin Invoicing and Billing Settings:

Admin Customizations - Billing Rate Overrides

Automated Client Billing Settings

Reviewing the billing dashboard to create invoices:

Billing Dashboard

Progress Billing

Billing Credits & Refunds

Add Billing Parent to Child Client

Adding a Billable Item

Billing Reports

Billing Worksheet

Payments Report

Accounts Receivables 

Invoicing

Invoicing Settings:

Customize Invoice

Add an Office Location to Invoice

Processing Invoices:

Invoice Preview - Roll up by Activity Type

Generate Invoice for Parent/Child Billing

Invoice explanation - Previous Due

Email Invoice to Client

Invoice Reminders

Canceling Invoice

Invoicing Reports:

Invoice Searching - Viewed/Unviewed

View list of emailed invoices

Invoice History - Marked "Sent"

Client Realization

Additional Resources

• User Manual: Billing
• User Manual: Invoicing

Return to Implementation: 8.0 Billing & Invoicing