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Billing, Payments & Packages
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Table of contents
Billing, Payments & Packages
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Creating Approvable Quotes
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Creating and Submitting Invoices
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Creating Purchase Orders
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Issuing and Using Retainers
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Issuing Invoice Refunds
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Collecting Payments from Clients
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Collecting Deposits
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Recording Invoice Payments
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Setting Up Packages and Payments
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Pricing Your e-Design Packages
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Generating POs from Invoices
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Push Stripe Processing Fee to Client
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Using the QuickBooks Integration
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Reviewing Your Finances
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Paying on Behalf of Clients
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Creating Custom Financial Reports
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