Client Deposits and Retainers webinar
Watch the Client Deposits and Retainers webinar below:
Fri, Apr 6, 2018 at 11:21 AM
Accounting Course 2: Client Invoices and Billing Reports webinar
Watch the Accounting Course 2: Client Invoices and Billing Reports webinar below: Learn how to: Create Invoices, Apply Retainers to Invoices, Update ...
Fri, Apr 20, 2018 at 2:51 PM
Accounting Course 4: Receiving Payments webinar
Watch the Accounting Course 4: Receiving Payments webinar below: Learn how to: Receive payments against Invoices for total amount or less than to...
Mon, Jun 11, 2018 at 10:00 AM
Advanced Accounting Course 3: Refunding or Crediting Your Client webinar
Watch the Advanced Accounting Course 3: Refunding or Crediting Your Client webinar below:
Fri, Apr 26, 2019 at 3:52 PM
Invoicing -- but the pricing is not coming out correctly
If you find yourself making an invoice, but see that the pricing is not coming out correctly, try the following troubleshooting solutions: Check to make ...
Thu, Apr 20, 2017 at 1:35 PM
Fixing Mistakes on an Invoice
Watch the Fixing Mistakes on an Invoice webinar below:
Fri, Sep 22, 2017 at 1:51 PM
How to move funds (money) from one document to another
In order to move funds (money) from one Document or from Retainer to another Document, you will need to use the Cash Receipt window. In both Standard an...
Thu, Nov 12, 2020 at 11:48 AM
Writing a Client Invoice off for Bad Debt or Non-Payment
In the instance that a client refuses to pay an invoice you have sent them or an invoice has been outstanding that you wish to write-off, you will enter an ...
Mon, Jul 17, 2017 at 2:22 PM
Entering a Payment when a Client Pays more than Requested
If a Client submits a payment for more money than was required, you can enter this amount into the system in a few different ways. The money can be applied ...
Thu, Mar 26, 2020 at 12:31 PM
How to Apply a Retainer
If you want to apply the Retainer while you are making an Invoice, there is a box at the bottom of the New Invoice window where you can enter the amount of ...
Wed, Jan 23, 2019 at 3:24 PM