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Billing and Finance

Rental agreements and recurring billing, invoices and payments, collections, deposits, billing runs, finance reports, the general ledger and sales tax, advanced accounting, job profitability and forecasts.

43 lessons · 42 min
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  1. 1Billing and Finance: overviewOverviewComing soon
  2. 2Job profitability: a tourPage tourComing soon
  3. 3How to set up job profitability (labour cost, transport, materials, overhead)How-toComing soon
  4. 4Labour forecast: a tourPage tourComing soon
  5. 5Business forecast: a tourPage tourComing soon
  6. 6Billing overview: a tourPage tourComing soon
  7. 7How to create an invoice by handHow-toComing soon
  8. 8How to record a check, wire, cash or ACH paymentHow-toComing soon
  9. 9How to make an invoice from my phone in 30 secondsHow-toComing soon
  10. 10Rental agreements: a tourPage tourComing soon
  11. 11How does recurring rental billing work from delivery to invoiceHow-toComing soon
  12. 12How to create a rental agreement by handHow-toComing soon
  13. 13How to change a rate on an agreementHow-toComing soon
  14. 14How to change the billing cycle, timing, minimum hire or payment terms of an agreementHow-toComing soon
  15. 15How do returns reduce the rent I billHow-toComing soon
  16. 16How to stop billing and close an agreementHow-toComing soon
  17. 17Invoices: a tourPage tourComing soon
  18. 18How to find an invoice or filter the invoice listHow-toComing soon
  19. 19Why is an invoice in Draft and how do I approve itHow-toComing soon
  20. 20How to send or resend an invoice to the customerHow-toComing soon
  21. 21How to void an invoiceHow-toComing soon
  22. 22Payments: a tourPage tourComing soon
  23. 23How to charge a customer's saved card or bank accountHow-toComing soon
  24. 24How to refund a paymentHow-toComing soon
  25. 25Collections & credit: a tourPage tourComing soon
  26. 26How does Autopay work and how do I turn it onHow-toComing soon
  27. 27What happens when an autopay charge failsHow-toComing soon
  28. 28Deposits: a tourPage tourComing soon
  29. 29How to record a security deposit or a pre-paymentHow-toComing soon
  30. 30Billing runs: a tourPage tourComing soon
  31. 31How to preview or re-run billing myself without waiting for the nightHow-toComing soon
  32. 32Why wasn't my rental billedHow-toComing soon
  33. 33Finance reports: a tourPage tourComing soon
  34. 34How to view or print a customer's statementHow-toComing soon
  35. 35General ledger: a tourPage tourComing soon
  36. 36How to close an accounting period, and how do I reopen itHow-toComing soon
  37. 37Sales tax: a tourPage tourComing soon
  38. 38How to set up a tax-exempt customer (exemption certificate)How-toComing soon
  39. 39How to change a county tax rateHow-toComing soon
  40. 40How to get the monthly sales tax report for the DR-15 returnHow-toComing soon
  41. 41Accounting sync: a tourPage tourComing soon
  42. 42How to connect QuickBooks Online or XeroHow-toComing soon
  43. 43How to issue a credit note on an invoiceHow-toComing soon