Invoices and Income - getting funds from your clients

Building An Invoice

In this video we will show you two methods for building your invoice – on your own, or with automation.

Automated Percent Complete Calculations

This is not fully automated; however, it can be a HUGE time saver.

How to use retainers

Retainers give you a way to record money received before an invoice is paid, then apply that money to one or more invoices later.In BaseBuilders, retainers are recorded as income. Once recorded, the retainer balance remains available until you apply it to an invoice. Here is a quick video that shows you how to enter and then apply funds from a retainer to an invoice.

Edit a Paid Invoice and Client Overpayment

Paid invoices are not editable. But there is a workaround. We also cover how to handle a overpayment in this video article.