Building An Invoice

Invoice Billing Option Settings

Here you will find some items to help with your billings and with keeping project statuses current. Click your name/avatar at the bottom of the main navigation panel to open settings.

Invoice Print Settings

Invoice Print Settings allow you to control how your invoices read when printed or shared with clients. Click your name/avatar at the bottom of the main navigation panel to open settings.

Phase Billing Formats

These formats determine how a phase will be invoiced to your client.

Understanding Billing Formats

This video runs thru Fixed Fee, Hourly, and Not to Exceed. It also talks about how we eliminate accidental over billings.