Job Management

Luke Bongiorno avatar Ben Jackson avatar Daniel Conlon avatar
44 articles in this collection
Written by Luke Bongiorno, Ben Jackson, and Daniel Conlon
Invoices

Ammending invoices

How to make changes to invoices that are sent or received
Daniel Conlon avatar
Written by Daniel Conlon
Updated over a week ago

Refundable Deposits

If you need to take a deposit from the customer upon commencing the job, which can be refunded against invoices taken on subsequent work.
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How to receive client invoices

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How to change a contract job to a cost plus job or vice versa

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Showing the purchased items on a Cost Plus invoice

In a cost plus job you may need to show your client the breakdown of material/labour in the invioce.
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Commercial/completion percent based invoicing

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Can I save sets of job invoices?

This article will help you setup a preset or template of Invoices
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Creating an invoice for a small job

There are two methods for setting up small jobs with only one invoice.
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How can I send a summary of the invoices to my client?

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Does Buildxact handle retention/holdback?

Info on how Buildxact handles retention or holdback
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How to issue contract invoices

How to use the invoicing section on a standard job
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Adding bank details to invoices

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Adjusting invoice percentages in a Contract Price job

A quick guide on how to amend the percentage breakdown of the default invoice list
Ben Jackson avatar
Written by Ben Jackson
Updated over a week ago