Invoice
Types - There's One
For Every Occasion
With Clients & Profits you have the flexibility
to choose from many different invoice types. Here are some of
the most popular invoice choices:
Progress/Final Billing If you’re looking
for an automated billing type, here’s one of the best.
The progress/final billing option creates invoices based on
currently unbilled costs.
Job Billing Want to bill just one or two of
a job's tasks? Then use the job billing option to add only the
tasks you want on one, easy-to-do invoice.
Estimate Billing Another super easy way to
get your invoices done, the estimate billing creates an invoice
for any percentage of estimate, including change orders.
Multi-job Billing Need to bill one client for many jobs? Then
the multi-job billing is the choice for you!
Retainer Billing The retainer invoice credits
a liability account instead of income. Then, when a job invoice
is created, the invoice amount is pulled out of liability and
into income.
Advance Billing Use an advance invoice to bill
clients before starting work on jobs or before starting estimates.
An advance invoice credits a liability account, then, as work
progresses, subsequent job invoices are “paid” by
the advance.
WIP Billing WIP billings are a fast and easy
way to bill all unbilled costs based on a date range that you
specify. With WIP, you can bill costs any time and for any date
range.
Media Billing The media billing option copies
the publication, station, dates, and other information right
from the insertion and broadcast orders. Each media invoice
can contain dozens of orders, and each will appear as a separate
line item on the invoice.
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