Buildxact

Bill fixed contracts by % complete each period

Completion Percent Invoicing

This article shows you how to set a default due date for invoices per client.

Can I set default payment days for individual clients?

The purpose of this article is step you through the process of updating the default outgoing invoice due date.

How to Extend the Due Date on Outgoing Invoices

How do I make changes to existing outgoing invoices

Contract Price, Completion Percent and Cost Plus explained

Types of Invoicing

This article will help you set your own terms and conditions for your Invoices

Modify your Terms & Conditions for Invoices

How to make changes to invoices that are sent or received

How do I amend an invoice?

Refundable deposits allow you to collect money from a client and credit it back later as needed.

Refundable Deposits

How to receive client invoices

You've created a job for the wrong invoicing method/type, how do you create a new job with the correct invoicing method/type?

How to change invoicing method on a job

This article will help you setup a preset or template of Invoices

Can I save sets of job invoices?

There are two methods for setting up small jobs with no estimate

Creating an invoice for a small job

This article shows you the different ways invoices can be sent to your client.

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

Contract Price Invoicing

Adding bank details to invoices

A quick guide on how to amend the percentage breakdown of the default invoice list.

How do I adjust invoice percentages in a Contract Price job?

Learn how to include a retention percentage on your contract-price and completion percent job invoices

Can I allow for retention in my contract-price and completion percent invoices?

Learn how to raise multiple invoices against a single purchase order in a cost-plus job.

How to invoice part received orders in cost plus jobs

Cost Plus Breakdown Report

Matt Govett

Dan C

Invoices

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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