Keeping track of important dates for media, i.e., space close and materials due, is a daunting task. Make it easier by using the Client Media Calendar report. It lists buys by client, then by the accounting period. Also listed are the space close and materials due dates. This provides a great overview of upcoming buys. [...]
If a client’s estimate for a particular job should be sent to a different address than usual (their president on vacation in Maui), you can change the address for that job without affecting other jobs. When the estimate is printed, it gets the address from the job ticket, not the client file. (Choose Production > [...]
Sometimes you need to print an aging that matches prior financials. For example, if you’re applying for a business loan, the bank may need to see first quarter financials with matching vendor and client agings. A current aging won’t match. With Clients & Profits, until you close your fiscal year, you’re able to print any [...]
And the winner for this year is…who? You can quickly determine which client was most profitable for your shop by printing the Client vs Client Profitability report. It’s a report that summarizes billings, outside costs, and labor. It calculates both gross and net profit. (Choose Snapshots > Profitability. From the Print Reports menu, select Client [...]
If a client doesn’t completely pay an invoice (and isn’t going to be paying), you can easily write off the balance. Choose Client Payments > Edit > Add Client Payment. Choose Write Off type. Enter the amount being written off in the Amount area. Edit the cash account to the write off account. Apply the [...]
Notify clients via an automatic email to thank them for new work or for sending a payment. These emails can be set up in each client’s file. Choose View > Clients. Find the client. Choose Edit > Automatic Email. Click the button for the type of email you wish to send, add your email message, [...]
Clients & Profits is set up to make sure task credit balances do not get billed inadvertently. If you add a Progress/Final billing, you’ll see task credit balances but they are not automatically chosen to be billed. You have to click in a task’s checkbox to select to bill the credit balance. This feature ensures [...]
The ability to charge and collect a late payment fee should be part of your client contracts. Add a monthly finance charge to a client’s file in the Billing Info window. From now on, each of the client’s A/R invoices include a finance charge percentage. If an A/R invoice exceeds its due date, a finance [...]
Job Costs by Task reports can get really lengthy when jobs span many months. To pinpoint costs more easily, print a cost report for one job or many jobs by a date range. Also, choose the kind of cost by selecting outside costs, time, expenses, internal charges, or transfers. (Choose Snapshots > Job Costs. From [...]
With Clients & Profits, you can stop hand-writing your bank deposit tickets. No, not because the money stopped coming in. You just don’t have to hand write them anymore! A deposit ticket based on the Deluxe laser deposit ticket (form 80200) can be printed from Client Payments by batch or posted date.
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