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Invoicing and Financial

Invoicing and Financial

Whether you are time based billing or fixed prices, this course takes you through everything you need to know.

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About this course

This series of video tutorials explains how invoices can be created for actual time and costs or for fixed prices.

You'll learn about:

  • using a quote as the basis for fixed priced billing
  • how using quotes can help you monitor and control work on jobs
  • creating final invoices at the end of a job
  • the purpose and use of staff billable and task billable rates
  • creating progress invoices to bill for a deposit as a percentage of the quoted value of a job or for a set amount.

And you'll learn how to:

  • set up quotes and jobs so they are ready to invoice
  • adjust a quote to cover changes to the scope of the work
  • reduce the amount being billed to a client by adjusting the billed hours
  • set up multiple rates for staff and task billing.

Course contents

  • What you will get from this course
  • In this course
  • Working through the course
  • Fixed price billing
  • How fixed price billing works - from quote through to job
  • Fixed price billing - how to invoice
  • Creating the final invoice for fixed price billing
  • Making changes to a job after the quote is accepted
  • Time based billing
  • How time based billing works from quote to job
  • Creating deposit and progress invoices for time based billing
  • Final invoice for time based billing
  • Reducing amount of time to invoice
  • Different ways of managing rates
  • Having multiple task rates
  • Having multiple billing rates for staff
  • Where do the rates come from?
  • Updating base and billable rates
  • What next?

About this course

This series of video tutorials explains how invoices can be created for actual time and costs or for fixed prices.

You'll learn about:

  • using a quote as the basis for fixed priced billing
  • how using quotes can help you monitor and control work on jobs
  • creating final invoices at the end of a job
  • the purpose and use of staff billable and task billable rates
  • creating progress invoices to bill for a deposit as a percentage of the quoted value of a job or for a set amount.

And you'll learn how to:

  • set up quotes and jobs so they are ready to invoice
  • adjust a quote to cover changes to the scope of the work
  • reduce the amount being billed to a client by adjusting the billed hours
  • set up multiple rates for staff and task billing.

Course contents

  • What you will get from this course
  • In this course
  • Working through the course
  • Fixed price billing
  • How fixed price billing works - from quote through to job
  • Fixed price billing - how to invoice
  • Creating the final invoice for fixed price billing
  • Making changes to a job after the quote is accepted
  • Time based billing
  • How time based billing works from quote to job
  • Creating deposit and progress invoices for time based billing
  • Final invoice for time based billing
  • Reducing amount of time to invoice
  • Different ways of managing rates
  • Having multiple task rates
  • Having multiple billing rates for staff
  • Where do the rates come from?
  • Updating base and billable rates
  • What next?

Accessing Your Data

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