Intermediate Training Video

Automated Monthly Invoices

Quick Steps:

  • Setting the invoice end date
  • Invoice Frequency
  • Creating line items for the monthly invoice
  • Overriding the monthly cost price
  • Running the monthly invoice run
  • Sending the invoices to your customers

 


 

Intermediate Training Video

Invoicing Essentials

Quick Steps:

  • Selecting and adding products to Projects
  • Using MailMarge to produce quotes and invoices
  • Adding photos to documents
  • Editing quotes and invoices
  • Attaching documents to emails

 


 

Advanced Training Video

Advanced Invoicing

Quick Steps:

  • Relationships between quotes and Projects
  • Stage payments
  • Adding Expenses and parts to a project
  • Creating groups of items for quoting and invoicing
  • Hidden items on quotes and invoices
  • Copying items and creating item groups

 

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