Buildxact

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

Learn how to edit and adjust invoices in Contract and Completion percent jobs

How do I make changes to an existing invoice for contract and completion percent jobs?

Here is a quick guide to the different types of Invoicing methods Buildxact Supports

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?

How to use the invoicing section on a standard job

How to issue contract invoices

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

Matt Govett

Elliot Connell

Dan C

Invoices

Find answers and get help from Intercom Support and Community Experts

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