Structure of the Billing Details window
This guide explains all the elements involved in an invoice and the actions you can take from the Billing Details window. Table of contents Structure of the Billing Details window Invoice header Action buttons Status or “Actions” selector Detail level selector Share button Download PDF button Edit button Payment details Payments Credit Notes Invoice details…
maatdeskadminManaging Payment Plans
The Payment Plan tool allows you to manage invoice installments, controlling when and how much the client must pay in a given period. Through this guide, you will learn how to manage payment plans for bills and requests. All the actions described in this guide will be done after the creation of an invoice. Table…
Understanding 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…