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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 · 47 min
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  1. 1Billing and Finance: overviewOverview2 min
  2. 2Job profitability: a tourPage tour2 min
  3. 3How to set up job profitability (labour cost, transport, materials, overhead)How-to55 sec
  4. 4Labour forecast: a tourPage tour73 sec
  5. 5Business forecast: a tourPage tour79 sec
  6. 6Billing overview: a tourPage tour2 min
  7. 7How to create an invoice by handHow-to59 sec
  8. 8How to record a check, wire, cash or ACH paymentHow-to55 sec
  9. 9How to make an invoice from my phone in 30 secondsHow-to57 sec
  10. 10Rental agreements: a tourPage tour87 sec
  11. 11How does recurring rental billing work from delivery to invoiceHow-to58 sec
  12. 12How to create a rental agreement by handHow-to57 sec
  13. 13How to change a rate on an agreementHow-to58 sec
  14. 14How to change the billing cycle, timing, minimum hire or payment terms of an agreementHow-to52 sec
  15. 15How do returns reduce the rent I billHow-to58 sec
  16. 16How to stop billing and close an agreementHow-to56 sec
  17. 17Invoices: a tourPage tour79 sec
  18. 18How to find an invoice or filter the invoice listHow-to55 sec
  19. 19Why is an invoice in Draft and how do I approve itHow-to57 sec
  20. 20How to send or resend an invoice to the customerHow-to49 sec
  21. 21How to void an invoiceHow-to49 sec
  22. 22Payments: a tourPage tour86 sec
  23. 23How to charge a customer's saved card or bank accountHow-to54 sec
  24. 24How to refund a paymentHow-to49 sec
  25. 25Collections & credit: a tourPage tour81 sec
  26. 26How does Autopay work and how do I turn it onHow-to49 sec
  27. 27What happens when an autopay charge failsHow-to55 sec
  28. 28Deposits: a tourPage tour75 sec
  29. 29How to record a security deposit or a pre-paymentHow-to54 sec
  30. 30Billing runs: a tourPage tour74 sec
  31. 31How to preview or re-run billing myself without waiting for the nightHow-to58 sec
  32. 32Why wasn't my rental billedHow-to69 sec
  33. 33Finance reports: a tourPage tour84 sec
  34. 34How to view or print a customer's statementHow-to49 sec
  35. 35General ledger: a tourPage tour78 sec
  36. 36How to close an accounting period, and how do I reopen itHow-to54 sec
  37. 37Sales tax: a tourPage tour76 sec
  38. 38How to set up a tax-exempt customer (exemption certificate)How-to52 sec
  39. 39How to change a county tax rateHow-to52 sec
  40. 40How to get the monthly sales tax report for the DR-15 returnHow-to57 sec
  41. 41Accounting sync: a tourPage tour80 sec
  42. 42How to connect QuickBooks Online or XeroHow-to60 sec
  43. 43How to issue a credit note on an invoiceHow-to53 sec