Job Management

Luke Bongiorno avatar Ben Jackson avatar Daniel Conlon avatar +1
44 articles in this collection
Written by Luke Bongiorno, Ben Jackson, Daniel Conlon and 1 other
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 invoicing type on a job

You've created a job for the wrong invoicing type, what to do
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