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 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