The below video reviews Invoice Types and how they will appear in invoicing assistant.

We’ll take a behind the scenes look to:

  • Find where invoices first appear

  • Discover what makes them appear in Invoicing Assistant

  • Learn how invoice types affect the timing of potential invoices

  • Contract Invoice Types:

    • Fixed Payment

    • Per Service

    • T&M Work Order

  • Work Order Invoice Types:

    • Fixed Price on Completion

    • T&M on Completion

    • Fixed Price Open Billing

    • Fixed Price on Payment Schedule

Sections

  • 0:00 Intro

  • 0:30 Navigation

  • 0:59 When and Where Potential Invoices are Coming From

  • 1:37 Contract and Work Order Invoice Types

  • 2:41 Fixed Payment (Contract)

  • 3:20 Per Service (Contract)

  • 3:41 T&M (Contract)

  • 4:10 Fixed Price on Completion (Work Order)

  • 4:34 T&M on Completion (Work Order)

  • 4:57 Fixed Price Open Billing (Work Order)

  • 5:22 Fixed Price on Payment Schedule (Work Order)

  • 5:42 Review

Training Video

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