Generating Bills for Billable Clients
In this guide, you will learn how to automatically generate invoices for all clients with unbilled activities through the Billable Clients tab. Table of Contents Accessing the Billable Clients Tab Setting the Details Level Setting Tax Options Configuring Payment Options Related guides or tutorials Accessing the Billable Clients Tab To enter the Billable Clients tab:…
maatdeskadminUnderstanding Billing module
This guide explains all the elements involved in the Billing window and the basics of the Billing, Billable Clients, and Monthly/Retainer Fee tabs. Table of contents Composition of the Billing window Structure of the Billing tab Structure of the Invoice table Structure of the Billable Clients tab Structure of the Monthly/Retainer Fee tab Composition of…
Getting started with Billing
In this tutorial, you will learn the basics of Billing so that you can charge clients for the services provided in a very simple way. Table of contents Creating a Bill Activities section Adding activities to the invoice Editing activities on the invoice Deleting activities on the invoice Details section Setting the Issue Date and…