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    Discover tools that help you showcase your work, increase visibility, and close more deals.
  • Streamline Your Workflow
    See how to save hours on each project with all-in-one tools for client management, invoicing, and project tracking
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    Learn how DesignFiles helps designers boost profitability by taking on more clients without the overwhelm.
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More productive than I ever could have imagined. I learned about so many tools I had ignored or overlooked. Often, we get so busy that we just need quick fixes, but this call was well worth the time since the new tools I learned about will save me loads of it in the future.

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Streamline Billing & Invoicing
Progress on this course

Table of contents

Streamline Billing and Payments
  1. Creating Approvable Quotes
    11 min
  2. Creating and Submitting Invoices
    14 min
  3. Issuing and Using Retainers
    8 min
  4. Issuing Invoice Refunds
    5 min
  5. Collecting Deposits
    4 min
  6. Recording Invoice Payments
    6 min
  7. Adding Discounts to Quotes and Invoices
    2 min
  8. Grouping Custom Components in Quotes and Invoices
    6 min
  9. Hiding Individual Product Prices on Invoices
    3 min
  10. Linking Quotes, Invoices, and POs
    4 min
Add Services and Track Billable Hours
  1. Adding Flat Rate Services
    5 min
  2. Tracking Time and Billing for Hourly Services
    8 min
Sell Online Design Packages
  1. Setting Up and Selling Design Packages
    9 min
  2. Offering Discounts on Packages
    6 min
  3. Selling Design Packages on Your Website
    4 min
  4. Pricing Your e-Design Packages
    15 min

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Get Started with DesignFiles

Create Moodboards & Room Mock-ups

Creating 3D Floor Plans

Streamline Billing & Invoicing

Project Management Essentials

Placing & Tracking Orders

Webinars: Learn from the Experts

Sourcing Products & Managing Your Library

Work Efficiently With Your Team

Collaborate with Clients